SB
SB
Sallie Bower
24 Years of Experience
Kokomo, IN
1 DisclosureBroker
Sallie Bower is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kokomo, IN, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
1821 Dogwood Drive, Kokomo, IN, 46902
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Regulatory History (1)
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Financial
November 2020Final
Other Business Activities
Sallie works as an associate/employee and office manager for Jackson Financial Group, LLC, a support company. This takes about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2010 - Present · 15 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2010 - Present · 15 yrs 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2010 - November 2010 · 9 mos
Cambridge Investment Research, INC.Broker
February 2010 - November 2010 · 9 mos
Gunnallen Financial, INC
December 2008 - March 2010 · 1 yr 3 mos
Gunnallen Financial, INCBroker
December 2008 - March 2010 · 1 yr 3 mos
NFP Securities, INC.Broker
February 2008 - July 2008 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2006 - January 2008 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - January 2008 · 1 yr 8 mos
Oberlin Financial CORP.
August 2005 - April 2006 · 8 mos
Oberlin Financial CORP.Broker
August 2005 - April 2006 · 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2000 - August 2005 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - August 2005 · 5 yrs
State Registrations2 states
GAIN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.