GB
CFP
GB
CFP

Gregory Bowden

19 Years of Experience
Georgetown, TX
Broker

Gregory Bowden is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Georgetown, TX, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1104 S. Rock Street, Georgetown, TX, 78626

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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 Activities

Gregory is an owner/proprietor of Goodwater Properties LLC, a rental real estate business, since 2017. He dedicates a few hours per week to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2013 - Present · 12 yrs 11 mos
Raymond James & Associates, INC.Broker
October 2013 - Present · 12 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - November 2013 · 5 yrs 10 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2013 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.
September 2006 - January 2008 · 1 yr 4 mos
A. G. Edwards & Sons, INC.Broker
September 2006 - January 2008 · 1 yr 4 mos
State Registrations33 states
ARAZCACOFLGAHIIDILKSMAMEMIMNMONCNDNENJNMNYOHOKORPARISCTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.