Adam Bowen
Adam Bowen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Marble Falls, TX, with 24 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
701 Avenue G, Marble Falls, TX, 78654
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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
Adam is a 25% owner of Hornfrog LLC, which owns the office building where Granite Wealth Management operates, dedicating minimal time to it. He is also a Senior Financial Advisor at Granite Wealth Management, spending full-time hours on tax, investment, retirement, estate, insurance, annuity, and rollover services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations22 states
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