Bowen Financial Services, LLC

Bowen Financial Services, LLC (CRD# 116714) is a financial advisory firm headquartered in Midlothian, VA. They manage $69,388,000 in 320 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $216,838
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Bowen Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John G. Bowen
CRD#: 2907797
2840 Polo Pkwy, Midlothian, VA 23113
96
Wealthminder
score

John Bowen (CRD# 2907797) is an Investment Advisor Representative working at Bowen Financial Services, LLC in Midlothian, VA and has over 19 years of experience in the finance industry. John Bowen 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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