Gary Bowen is a registered investment advisor, based in Dublin, OH, with 15 years of industry experience.
Location
545 Metro Place South, Suite 220, Dublin, OH, 43017
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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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Gary is the 100% owner of Baltimore Tax & Accounting Center LLC, a CPA firm. He provides tax returns, bookkeeping, and QuickBooks consultations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2020 - Present · 6 yrs 3 mos
Cetera Investment Services LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Avantax Investment Services, INC.Broker
December 2017 - February 2020 · 2 yrs 2 mos
Valmark Securities, INC.Broker
June 2006 - December 2007 · 1 yr 6 mos
The O.N. Equity Sales CompanyBroker
February 2004 - June 2006 · 2 yrs 4 mos
Woodbury Financial Services, INC.Broker
December 2000 - January 2004 · 3 yrs 1 mo
State Registrations2 states
INOH
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.