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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Curtis Bowman is a financial advisor with LPL Financial LLC in Statesville, North Carolina. Brent has been in the financial services industry since 1994 and has experience working with a range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Brent is registered as a Registered Representative and Investment Advisor Representative in North Carolina. Brent has a series of licenses and certifications including Series 6, 7, 24, 63, and 65, along with a Certified Financial Planner designation. Brent's previous experience includes working with Woodbury Financial Services, Inc. and VALIC Financial Advisors, Inc.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
06/11/2020 - Present
LPL Financial LLC (STATESVILLE NC)
NC
01/05/2010 - 06/15/2020
WOODBURY FINANCIAL SERVICES, INC. (STATESVILLE NC)
NC
09/17/1997 - 01/13/2010
VALIC FINANCIAL ADVISORS, INC. (GREENSBORO NC)
TX
05/20/1994 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 06/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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