Brock Bowden, financial advisor Salt Lake City UT

Brock Bowden

CRD Number: 5010163
Current Firm: Dynamic Wealth Advisors

Brock Bowden (CRD# 5010163) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Wealth Advisors Dba Fortress Asset Management Phoenix, AZ Feb 2018 - Current 6
Yellowstone Partners Salt Lake City, UT Apr 2010 - Feb 2018 7
Crown Capital Securities, LP Orange, CA Apr 2010 - Oct 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Brock B. Bowden
Phone Number: (877) 257-3840
Firm Website: https://www.oxfordfp.net
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    4,829
    MILLIONS
  • Total Number of Accounts
    14,988
    ACCOUNTS
  • Average Account Value
    $322,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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