William BowersCRD 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.
Mark I Asset Management, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trilogy Financial Solutions
|Axa Advisors, LLC||New York, NY||May 2015 - Current||2|
|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|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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