Rowan Financial LLC

Rowan Financial LLC (CRD# 146650) is a financial advisory firm headquartered in Bethlehem, PA. They manage $6,621,052 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.


Financial Advisors at Rowan Financial LLC
Showing 1 - 1 of 1 top financial advisors.
David E. Rowan
CRD#: 5553570
Bethlehem, PA

David Rowan (CRD# 5553570) is an Investment Advisor Representative working at Rowan Financial LLC in Bethlehem, PA and has over 8 years of experience in the finance industry. David Rowan 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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