David Bowman is a CFP-designated registered investment advisor, based in Roanoke, VA, with 17 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10 Franklin Rd, Se, Ste 500, Roanoke, VA, 24011
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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.
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David works as a scuba instructor for Aquatrek Adventures, providing scuba diving training and instruction. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations44 states
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
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