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Gregory Bowden

24 Years of Experience
Collegeville, PA
BrokerSells Insurance

Gregory Bowden is a registered investment advisor at Wells Fargo Advisors, based in Collegeville, PA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

555 Second Avenue, Suite D-300, Collegeville, PA, 19426

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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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Other Business ActivitiesSells Insurance

Gregory owns 100% of Provident Wealth Management, LLC, dedicating minimal time. He is also a financial advisor for Princeton Harriman Insurance Solutions, spending a few hours per week on insurance business.

Employment History
Current Registrations
Wells Fargo Advisors
January 2017 - Present · 9 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
May 2010 - January 2017 · 6 yrs 8 mos
UBS Financial Services INC.Broker
January 2009 - January 2017 · 8 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley Dw INC.Broker
November 2001 - April 2007 · 5 yrs 5 mos
State Registrations17 states
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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.
Gregory Bowden - Financial Advisor | TrueAdvisor