Wynn BowmanCRD Number: 6123886
Current Firm: Cambridge Investment Research Advisors, Inc.
Wynn Bowman (CRD# 6123886) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester, NY and has over 4 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Feb 2013 - Current||4|
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2012 - Current||4|
|Chamberlain D'amanda, LLP||Rochester, NY||Aug 2009 - Aug 2012||3|
|Self Employed||Rochester, NY||May 2008 - Jul 2009||1|
|Hiscock Barclay, LLP||Rochester, NY||Nov 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- 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)
- Market timing services
- 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