Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Bowman is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX. Bradley has been in the financial services industry since 1997 and has been registered with the state of Texas since 2006. Bradley has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Bradley focuses on providing financial planning and investment management services. Bradley is also a registered investment advisor representative in Louisiana.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
06/29/2022 - Present
Sovereign Wealth Advisors LLC (HOUSTON TX)
TX
04/24/2009 - 10/14/2016
CETERA INVESTMENT SERVICES LLC (SPRING TX)
TX
11/03/2006 - 04/27/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RICHMOND TX)
TX
05/13/2003 - 11/10/2006
AMEGY INVESTMENTS, INC. (ROSENBERG TX)
TX
01/20/2000 - 05/15/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MO
07/08/1997 - 01/05/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Bowman is the right advisor for you? Invested Better is here to help.
