Brock BowdenCRD 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 17 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Dynamic Wealth Advisors Dba Fortress Asset Management||Phoenix, AZ||Feb 2018 - Current||5|
|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|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts12,207ACCOUNTS
Average Account Value$266,444
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WA, WI, WY
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