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).
Total Assets Under Management7MILLION
Total Number of Accounts39ACCOUNTS
Average Account Value$169,771
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
David Rowan (CRD# 5553570) is an Investment Advisor Representative working at Rowan Financial LLC in Bethlehem, PA and has over 9 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.