Carol BoweCRD Number: 1884905
Current Firm: Janney Montgomery Scott LLC
Carol Bowe (CRD# 1884905) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Ponte Vedra Beach, FL and has over 29 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Janney Montgomery Scott LLC||Ponte Vedra, FL||Jan 2017 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Oct 2016||1|
|Morgan Stanley||Ponte Vedra Beach, FL||Mar 2013 - Oct 2016||3|
|Unemployed||Ponte Vedra Beach, FL||Oct 2012 - Mar 2013||< 1|
|Camarda Wealth Advisory Group||Fleming Island, FL||May 2012 - Oct 2012||< 1|
|Merrill Lynch||Jacksonville, FL||Dec 2011 - May 2012||< 1|
|Waddell & Reed Inc.||Jacksonville, FL||Sep 2011 - Dec 2011||< 1|
|Various Insurance Carriers For W&r Insurange Agencies||Ponte Verda, FL||Sep 2011 - Dec 2011||< 1|
|Petros Estate & Retirement Planning||St Augustine, FL||Jul 2010 - Aug 2011||1|
|Us Census Bureau||Atlanta, GA||Apr 2010 - Jun 2010||< 1|
|Subtle Energy Enterprises||Ponte Vedra, FL||Feb 2001 - Apr 2010||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management27,301MILLIONS
Total Number of Accounts84,453ACCOUNTS
Average Account Value$323,270
- A percentage of assets under your management
- 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, MA, 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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