Billy Cowan
Billy Cowan is a registered investment advisor at Cowan Financial Services, LLC, based in Norman, OK, with 31 years of industry experience. Billy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 47 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The fee may vary depending on the nature and complexity of each client's circumstances.
Fee Estimator
Location
Norman, OK
Get directionsHistory
Regulatory History (6)
Financial
October 2020Financial
December 2018Financial
June 2018Regulatory
July 2015Customer Dispute
May 2015Employment Separation After Allegations
December 2014Other Business ActivitiesSells Insurance
Billy is an independent insurance agent licensed with various insurance companies and agencies since 2015. He spends minimal time on this activity, primarily during trading hours.
Employment History
Current Registrations
Cowan Financial Services, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
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.