Scott Bowhay (CRD# 867438) is an Investment Advisor Representative working at Investor Fan in Moraga, CA and has over 41 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investor's Fiduciary Advisory Network, LLC | Snoqualmie, WA | Dec 2022 - Current | 1 |
| M. S. Howells & Co | Scottsdale, AZ | Feb 2022 - Dec 2022 | < 1 |
| Msh Capital Advisors Dba Bowhay Investments LLC | Scottsdale, AZ | Feb 2022 - Dec 2022 | < 1 |
| Wells Fargo Advisors Financial Network LLC | San Francisco, CA | Mar 2010 - Jan 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1982 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management255MILLIONS
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Total Number of Accounts1,060ACCOUNTS
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Average Account Value$240,949
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, IN, LA, MT, OR, TX, WA
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