Mowell Financial Group, Na

Mowell Financial Group, Na (CRD# 105955) is a financial advisory firm headquartered in Tallahassee, FL. They manage $15,732,179 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $182,932
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, GA

Financial Advisors at Mowell Financial Group, Na
Showing 1 - 2 of 2 top financial advisors.
1
Caroline M. Prince
CRD#: 4973366
407 East 6th Avenue, Tallahassee, FL 32303
93
Wealthminder
score

Caroline Prince (CRD# 4973366) is an Investment Advisor Representative working at Mowell Financial Group, Na in Tallahassee, FL and has over 9 years of experience in the finance industry.

2
John B. Mowell
CRD#: 827487
407 East 6th Avenue, Tallahassee, FL 32303
63
Wealthminder
score

John Mowell (CRD# 827487) is an Investment Advisor Representative working at Mowell Financial Group, Na in Tallahassee, FL and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.