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Marcos Bowers

20 Years of Experience
Miami, FL
Broker

Marcos Bowers is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 20 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

600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131

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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
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2016 - May 2021 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2016 - May 2021 · 4 yrs 10 mos
Newbridge Securities CorporationBroker
February 2016 - June 2016 · 4 mos
Wts Proprietary Trading Group LLCBroker
September 2013 - March 2014 · 6 mos
Hsbc Securities (USA) INC.
August 2008 - November 2011 · 3 yrs 3 mos
Hsbc Securities (USA) INC.Broker
August 2008 - November 2011 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - April 2008 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2006 - April 2008 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
July 2004 - October 2006 · 2 yrs 3 mos
Domestic Securities, INC.Broker
September 2003 - July 2004 · 10 mos
Domestic Securities, INC.Broker
July 2001 - June 2003 · 1 yr 11 mos
State Registrations4 states
CAFLGAWY
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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