BB
BB

Brock Benjamin Bowden

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

2150 South 1300 East, Suite 110, Salt Lake City, UT, 84106

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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

Brock is an independent insurance agent selling various insurance and annuity products, receiving commissions for implemented products. This activity takes minimal time.

Employment History
Current Registrations
Dynamic
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Yellowstone Partners
July 2010 - April 2018 · 7 yrs 9 mos
Crown Capital Securities, L.P.Broker
April 2010 - October 2017 · 7 yrs 6 mos
Contango Capital Advisors, INC.
March 2008 - April 2010 · 2 yrs 1 mo
Zions Direct, INC.Broker
December 2005 - April 2010 · 4 yrs 4 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Brock Benjamin Bowden - Financial Advisor | TrueAdvisor