SB
ChFC
SB
ChFC

Scott Bowman

29 Years of Experience
Spokane, WA
Broker

Scott Bowman is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Spokane, WA, with 29 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

41 W Riverside Ave Stes 400 & 500, Spokane, WA, 99201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors
September 2017 - Present · 9 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
August 2002 - September 2017 · 15 yrs 1 mo
UBS Financial Services INC.Broker
August 2002 - September 2017 · 15 yrs 1 mo
Safeco Investment Services, INC.Broker
August 1997 - June 2002 · 4 yrs 10 mos
State Registrations32 states
AKALARAZCACOFLGAHIIDILINLAMAMDMIMNMOMTNCNENHNMNVOHOKORPATXUTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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