Tammy Bowman
Tammy Bowman is a registered investment advisor at Janney Montgomery Scott LLC, based in Royersford, PA, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
542 N. Lewis Road, Suite 104, Royersford, PA, 19468
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
April 2016Other Business Activities
Tammy co-owns multiple rental properties in Florida since 2005, handling expenses, income tracking, and property maintenance. She dedicates minimal time to this activity and is compensated through rental income.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations26 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.