Carrie Bowman
Carrie Bowman is a registered investment advisor at LPL Financial LLC, based in Wheeling, WV, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
75 Edgington Lane, Wheeling, WV, 26003
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Regulatory History (1)
Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Carrie owns investment-related real estate rental property since 2019 and is involved with non-variable insurance since 2020. She also works as a notary public, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Cetera Advisor Networks LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Parker/hunter IncorporatedBroker
Edward JonesBroker
Banc One Securities CorporationBroker
State Registrations13 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.