Kevin Bowman (CRD# 2741113) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 27 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 6533372
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Victory Capital Management Inc. | San Antonio, TX | Jan 2020 - Current | 3 |
| Victory Capital Advisers, Inc. | San Antonio, TX | Jan 2020 - Current | 3 |
| Fis | San Antonio, TX | Jul 2019 - Dec 2019 | < 1 |
| Usaa Investment Management Company | San Antonio, TX | Jan 2018 - Jun 2019 | 1 |
| Usaa Financial Planning Services | San Antonio, TX | Apr 2013 - Jun 2019 | 6 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Sep 2007 - Jun 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
- TX
-
Total Assets Under Management140,836MILLIONS
-
Total Number of Accounts3,419ACCOUNTS
-
Average Account Value$41,192,280
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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