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Richard Rowan
26 Years of Experience
Rockville, MD
1 DisclosureBroker
Richard Rowan is a registered investment advisor at Raymond James & Associates, INC., based in Rockville, MD, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
2101 Gaither Road, Park Plaza I, Suite 100, Rockville, MD, 20850
Get directionsHistory
Regulatory History (1)
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Criminal
August 1989Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
August 2005 - February 2013 · 7 yrs 6 mos
Morgan Keegan & Company, INC.
August 2005 - February 2013 · 7 yrs 6 mos
Legg Mason Wood Walker INC
August 2000 - September 2005 · 5 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
April 2000 - September 2005 · 5 yrs 5 mos
Nationwide Advisory Services, INC.Broker
April 1999 - May 2000 · 1 yr 1 mo
State Registrations41 states
ARAZCACOCTDCDEFLGAHIIAILINKYLAMAMDMEMIMOMSMTNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.