Timothy Mowrey, financial advisor Raleigh NC

Timothy Mowrey

CRD Number: 2937797
Current Firm: Act Advisors

Timothy Mowrey (CRD# 2937797) is an Investment Advisor Representative working at Act Advisors in Raleigh, NC and has over 24 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.

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Professional Designations
Company Name Location Dates Years
Mowrey Investment Management Raleigh, NC Feb 1992 - Current 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1997
Contact Info for Timothy J. Mowrey
Phone Number: (828) 398-2802
Registered State(s):
  • NY
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    316
    MILLIONS
  • Total Number of Accounts
    864
    ACCOUNTS
  • Average Account Value
    $366,164
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, GA, NC, NY, SC, TN, TX, VA, VI

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