Stephanie Bowens is a registered investment advisor, based in Apex, NC, with 28 years of industry experience.
Location
Apex, NC
Get directionsHistory
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
Stephanie is the owner of Premier Wealth Resources, LLC, managing sales staff and company assets, dedicating minimal time. She also works as a wealth advisor at Chrysalis Capital MGMT, spending significantly more than full-time providing investment advice and advisory services, and serves as a board member for a non-profit, Hope Center at Pullen, dedicating minimal time.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Triad Advisors, LLC
Triad Advisors LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Ncf Financial Services, INC.
Ncf Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Bb&t Investment Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations8 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.