Charles Bowen
Charles Bowen is a registered investment advisor at Cetera Investment Advisers LLC, based in Marble Falls, TX, with 39 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
701 Avenue G, Marble Falls, TX, 78654
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Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
Charles is a Sr. Financial Advisor at Granite Wealth Management, dedicating full-time hours to providing financial services. He also owns real estate and a farm, and is a committee member for an educational trust, requiring minimal time commitments.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.