Warren Bowman (CRD# 1246527) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Saint Petersburg, FL and has over 40 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2023 - Current | < 1 |
| Concurrent Investment Advisors Dba Proactive Fin'l Planning | St Petersburg, FL | Mar 2021 - Current | 3 |
| Concurrent Investment Advisors Dba Family Wealth Solutions | St. Petersburg, FL | Feb 2021 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg, FL | Feb 2021 - May 2023 | 2 |
| Raymond James Financial Services, Inc. | St. Petersburg, FL | Feb 2021 - May 2023 | 2 |
| Raymond James | St Petersburg, FL | Feb 2021 - May 2023 | 2 |
| Wells Fargo Clearing Services, LLC | Saint Petersburg, FL | Nov 2016 - Feb 2021 | 4 |
| Wells Fargo Advisors | St Petersburg, FL | Mar 2008 - Feb 2021 | 12 |
| Wells Fargo Advisors LLC | Saint Petersburg, FL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
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