Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Cowand is a financial advisor with over 30 years of experience in the industry. Bobby is currently registered with Realta Investment Advisors, Inc. Bobby has a wide range of experience including investment advisory services and insurance. Prior to his current role, Bobby was employed by Cary Street Partners and Riverstone Wealth Management, Inc.. Bobby is licensed to provide investment advisory services in multiple states and holds the Series 4, 63, 65, 7 and 31 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
DE
02/01/2018 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
TX
11/01/2013 - 03/01/2018
CARY STREET PARTNERS (AUSTIN TX)
TX
03/15/1996 - 12/09/2013
RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)
NA
06/07/1995 - 03/27/1996
BLUEBONNET SECURITIES, INC.
NY
08/19/1994 - 05/25/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
02/18/1993 - 09/20/1994
DICKINSON & CO. (DES MOINES IA)
IA
Issued 12/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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