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Shannon Bowerman

9 Years of Experience
Cockeysville, MD
BrokerSells Insurance

Shannon Bowerman is a registered investment advisor, based in Cockeysville, MD, with 9 years of industry experience.

Location

9710 Monroe St, Cockeysville, MD, 21030

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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

Shannon is a partner in H.R. Bowerman Property Management, a rental property business, since 2002 and spends a few hours per week on it. Since 2016, Shannon has also worked as an agent/broker selling fixed insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2016 - August 2023 · 6 yrs 11 mos
Securian Financial Services, INC.Broker
August 2016 - August 2023 · 7 yrs
State Registrations8 states
DCDEFLMDNYPATXVA
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.
Shannon Bowerman - Financial Advisor | TrueAdvisor