Robert BowmanCRD Number: 1204695
Current Firm: Janney Montgomery Scott LLC
Robert Bowman (CRD# 1204695) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Radnor, PA and has over 38 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Janney Montgomery Scott LLC||Radnor, PA||Mar 2020 - Current||2|
|Bny Mellon||Philadelphia, PA||Jan 2018 - Feb 2020||2|
|National Securities Corp||New York, NY||Aug 2017 - Jan 2018||< 1|
|Snowden Account Services, Inc.||New York, NY||Aug 2014 - Aug 2017||3|
|Snowden Capital Advisors LLC||New York, NY||Aug 2014 - Aug 2017||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Marlton, NJ||Oct 1983 - Jul 2014||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 1994|
|S66||NASAA Uniform Combined State Law Examination||Jun 2020|
Total Assets Under Management81,347MILLIONS
Total Number of Accounts203,125ACCOUNTS
Average Account Value$400,475
- 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, WY
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