RB
RB

Reid Bowen

11 Years of Experience
Raleigh, NC
Broker

Reid Bowen is a registered investment advisor at Wells Fargo Advisors, based in Raleigh, NC, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3101 Glenwood Ave, Ste 213, Raleigh, NC, 27612

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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

Reid serves as a co-executor for his mother's estate. This investment-related activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
November 2019 - Present · 6 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
November 2008 - October 2012 · 3 yrs 11 mos
UBS Financial Services INC.Broker
November 2008 - October 2012 · 3 yrs 11 mos
Morgan Stanley & CO. Incorporated
May 2008 - November 2008 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - November 2008 · 7 mos
State Registrations1 state
NC
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.