William Bowers, financial advisor Oklahoma City OK
88 score

William Bowers

CRD Number: 6341157
Current Firm: Axa Advisors, LLC

William Bowers (CRD# 6341157) is an Investment Advisor Representative working at Axa Advisors, LLC in Oklahoma City, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY May 2015 - Current 1
Bank Of America N.a. Oklahoma City, OK Oct 2014 - Mar 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City, OK May 2014 - Mar 2015 < 1
United States Air Force Oklahoma City, OK Dec 2012 - May 2014 1
Unemployed Oklahoma City, OK Jun 2012 - Dec 2012 < 1
United States Navy Oklahoma City, OK Jun 2004 - Jun 2012 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for William D. Bowers
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • FL
  • OK
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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