Philip Bowers (CRD# 7009401) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 4 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Chandler, AZ | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Jul 2021 - Current | 2 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Sep 2019 - Jul 2021 | 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2018 - Sep 2019 | 1 |
| Ace Hardware | Bedford, NY | Dec 2017 - Jun 2018 | < 1 |
| Saranac Building Corp. | Pound Ridge, NY | Jun 2017 - Nov 2017 | < 1 |
| Wake Forest University | Winston-salem, NC | Aug 2013 - May 2017 | 3 |
| Kasowitz, Benson, Torres, And Friedman LLP | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| Ciee Prague - Central European Studies | Prague, | Jan 2016 - May 2016 | < 1 |
| Tupelo-honey Raycom | New York, NY | Jul 2015 - Aug 2015 | < 1 |
| Deliverance Ltd. | London, | Jun 2015 - Jul 2015 | < 1 |
| Hcc Insurance Holdings, Inc. | Mount Kisco, NY | Dec 2014 - Jan 2015 | < 1 |
| Bedford Town Supervisor's Office | Bedford, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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