Matthew Bower, financial advisor Sharon PA
93 score

Matthew Bower

CRD Number: 4579708
Current Firm: Cetera Investment Advisers LLC

Matthew Bower (CRD# 4579708) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sharon, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Feb 2014 - Current 2
Cetera Investment Advisers LLC Sharon, PA Feb 2014 - Current 2
First National Bank Pa Greenville, PA Feb 2009 - Current 7
Lpl Financial Charlotte, NC Feb 2009 - Feb 2014 5
Invest Financial Corp Tampa, FL Mar 2005 - Feb 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Matthew T. Bower
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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