CB
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Craig Bowden

20 Years of Experience
Charleston, WV
Broker

Craig Bowden is a registered investment advisor at RBC Capital Markets, LLC, based in Charleston, WV, with 20 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

500 Lee Street East, Suite 170, Charleston, WV, 25301-3201

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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
RBC Capital Markets, LLC
August 2020 - Present · 5 yrs 9 mos
RBC Capital Markets, LLC
July 2020 - Present · 5 yrs 10 mos
RBC Capital Markets, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2013 - August 2020 · 7 yrs 7 mos
Bb&t Securities, LLC
January 2013 - August 2020 · 7 yrs 7 mos
Scott & Stringfellow, LLC
November 2012 - January 2013 · 2 mos
Scott & Stringfellow, LLCBroker
November 2012 - January 2013 · 2 mos
Northwestern Mutual Investment Services,llc
February 2012 - November 2012 · 9 mos
Northwestern Mutual Investment Services, LLCBroker
January 2006 - November 2012 · 6 yrs 10 mos
State Registrations23 states
AZCACTDCDEFLGAINKYMDNCNJNYOHORPASCSDTNTXVAWAWV
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.
Craig Bowden - Financial Advisor | TrueAdvisor