Patrick Bowers
Patrick Bowers is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 1 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
6187 Carpinteria Avenue, Carpinteria, CA, 93013
Get directionsHistory
Regulatory History (1)
Financial
October 2016Other Business ActivitiesSells Insurance
Patrick is an Investment Advisor Representative at CALPRO Network Financial Services, selling securities, life insurance, and annuities, taking about half of his time. He also works full-time as an English teacher and is a co-owner/agent at Bowers Financial Group LLC, selling health insurance, while also working as an instructor for a non-profit.
Employment History
Current Registrations
Planmember Securities Corporation
Previous Registrations
Brookstone Wealth Advisors, LLC
State Registrations1 state
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.