Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brock? Claim Your ProfileBrock Bowden is a registered investment advisor representative with Dynamic Wealth Advisors. Brock has been in the financial industry since 2005 and is registered with the state of Utah as an investment advisor representative. Brock is also a registered representative with Crown Capital Securities, L.P. and was previously employed with Zions Direct, Inc. Brock is a Series 63, Series 65, Series 7, and SIE licensed professional. Brock has experience working with individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
UT
03/05/2018 - Present
Dynamic Wealth Advisors (SALT LAKE CITY UT)
UT
04/20/2010 - 10/24/2017
CROWN CAPITAL SECURITIES, L.P. (SALT LAKE CITY UT)
UT
12/16/2005 - 04/16/2010
ZIONS DIRECT, INC. (SOUTH OGDEN UT)
IA
Issued 03/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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