Matthew Bowers is a registered investment advisor, based in San Rafael, CA, with 20 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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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
Matthew operates under several DBAs for his LPL business, including Creative Financial Strategies and Hub Retirement and Wealth Management. He also works for Hub International and Bowers Benefit Consulting, spending nearly full-time at Hub International and about 10-20% of his time at Bowers Benefit Consulting, which involves non-variable insurance.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
State Registrations1 state
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