Timothy Mowrey (CRD# 2937797) is an Investment Advisor Representative working at Act Advisors in Raleigh, NC and has over 26 years of experience in the finance industry. Timothy Mowrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 5895360
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mowrey Investment Management | Raleigh, NC | Feb 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
- NY
- NC
-
Total Assets Under Management374MILLIONS
-
Total Number of Accounts974ACCOUNTS
-
Average Account Value$384,045
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AZ, CA, FL, GA, NC, NY, SC, TN, TX, VA, WA
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