Bryan Dowell
Bryan Dowell is a registered investment advisor at Kovack Advisors, INC., based in Sunderland, MD, with 31 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
Sunderland, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan owns Dowell Financial Services, where he prepares tax returns, dedicating about half his time. He also owns a fixed insurance sales business and Dowell Firearms, and is a partner in Crooked Branch Farm, a director at Calvert Farmland Trust, and a notary, spending minimal time on each of these activities.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Comprehensive Financial Services, INC.Broker
State Registrations11 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.