RB
CFP
RB
CFP

Rodney Bowerman

19 Years of Experience
Florence, AL
Broker

Rodney Bowerman is a CFP-designated registered investment advisor at Morgan Stanley, based in Florence, AL, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

201 South Court Street, 4th Floor, Florence, AL, 35630

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rodney is an associate minister at Stony Point Church of Christ since 2019, dedicating minimal time to this role. He encourages church growth, organizes retreats, teaches bible class, and occasionally preaches.

Employment History
Current Registrations
Morgan Stanley
June 2025 - Present · 11 mos
Morgan StanleyBroker
June 2025 - Present · 11 mos
Previous Registrations
Edward Jones
April 2016 - June 2025 · 9 yrs 2 mos
Edward JonesBroker
March 2016 - June 2025 · 9 yrs 3 mos
Morgan StanleyBroker
August 2012 - April 2016 · 3 yrs 8 mos
Morgan Stanley
August 2012 - April 2016 · 3 yrs 8 mos
Bbva Wealth Solutions INC.
October 2010 - September 2012 · 1 yr 11 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INCBroker
August 2009 - August 2012 · 3 yrs
Bbva Compass Investment Solutions, INC.
August 2009 - March 2010 · 7 mos
Wells Fargo Advisors, LLC
November 2007 - August 2009 · 1 yr 9 mos
Wells Fargo Advisors, LLCBroker
November 2007 - August 2009 · 1 yr 9 mos
Edward Jones
July 2007 - October 2007 · 3 mos
Edward JonesBroker
March 2006 - October 2007 · 1 yr 7 mos
State Registrations16 states
AKALARCACOCTFLGALAMSNYSCTNTXVAWI
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.