Trent Bowers, financial advisor Salt Lake City UT

Trent Bowers

CRD Number: 4016539
Current Firm: Narus Financial Partners, LLC

Trent Bowers (CRD# 4016539) is an Investment Advisor Representative working at Narus Financial Partners, LLC in Salt Lake City, UT and has over 24 years of experience in the finance industry. Trent Bowers 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.

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Professional Designations
Company Name Location Dates Years
Clearstone Capital Management Glendale, AZ Oct 2014 - Current 9
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Jan 2012 - Oct 2014 2
Charles Schwab & Company, Inc. Phoenix, AZ Aug 1999 - Oct 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Trent A. Bowers
Phone Number: 866-534-0530
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    379
    MILLIONS
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $803,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AR, AZ, CA, TX, UT, WY

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