Stephen BoweryCRD Number: 1893325
Current Firm: Virginia Capital Strategies
Stephen Bowery (CRD# 1893325) is an Investment Advisor Representative working at Virginia Capital Strategies in Roanoke, VA and has over 20 years of experience in the finance industry. Stephen Bowery 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.
Ameriprise Financial Services, Inc.
Wells Fargo Advisors, LLC
Suntrust Investment Services, Inc.
|Virginia Capital Strategies||Roanoke, VA||May 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Total Assets Under Management144MILLIONS
Total Number of Accounts273ACCOUNTS
Average Account Value$527,069
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)