George Bowen
George Bowen is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Reading, MA, with 24 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
248 Main Street, Suite 101, Reading, MA, 01867
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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
George sells fixed insurance products, dedicating minimal time to this activity. He is also a managing member of Alta Vista Wealth Management LLC, spending nearly all his time on this securities and insurance business, and co-owns Charted Wealth, LLC, which facilitates securities, advisory, and insurance business, though he spends no time on this activity.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
New England SecuritiesBroker
Winslow, Evans & Crocker, INC.Broker
Detwiler, Mitchell, Fenton & Graves, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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