Thomas Bowman (CRD# 6343756) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 7 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investors Portfolio Services | Puyallup, WA | Jun 2017 - Current | 6 |
| Kiwanis Club Of Puyallup Foundation Board | Puyallup, WA | Oct 2016 - Current | 7 |
| Fortune Financial Services, Inc. | Monaca, PA | Mar 2020 - Jan 2024 | 3 |
| United Planners Financial Services | Scottsdale, AZ | Sep 2016 - Feb 2020 | 3 |
| Investors Portfolio Services | Puyallup, WA | Jan 2016 - Jun 2017 | 1 |
| National Planning Corporation | El Segundo, CA | Jan 2016 - Sep 2016 | < 1 |
| Investors Portfolio Services | Puyallup, WA | Jun 2015 - Dec 2015 | < 1 |
| Student | Seattle, WA | Sep 2006 - Dec 2015 | 9 |
| Rli Corporation | Seattle, WA | Jun 2015 - Sep 2015 | < 1 |
| The Bread Garden | Federal Way, WA | Jan 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- TX
- WA
-
Total Assets Under Management186MILLIONS
-
Total Number of Accounts581ACCOUNTS
-
Average Account Value$320,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, TX, WA
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