Rowling & Associates
Rowling & Associates (CRD# 160864) is a financial advisory firm headquartered in San Diego, CA. They manage $247,054,784 in 846 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management247MILLION
Total Number of Accounts846ACCOUNTS
Average Account Value$292,027
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stephen Doster (CRD# 5693487) is an Investment Advisor Representative working at Rowling & Associates in San Diego, CA and has over 8 years of experience in the finance industry. Stephen Doster 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.
Sheryl Rowling (CRD# 2663450) is an Investment Advisor Representative working at Rowling & Associates in San Diego, CA and has 1 year of experience in the finance industry.