Unclaimed
Bryan Bowles is a financial advisor with over 30 years of experience in the industry. Bryan is currently registered with LPL Financial LLC and has a branch office location in Mount Vernon, Missouri. Prior to joining LPL Financial LLC, Bryan was registered with WADDELL & REED in Mount Vernon, Missouri. Bryan is a Series 6, 7, 63 and 65 licensed advisor. Bryan is also a Registered Representative of LPL Financial LLC. Bryan is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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
MO
07/21/2021 - Present
LPL Financial LLC (MOUNT VERNON MO)
MO
05/21/1992 - 07/21/2021
WADDELL & REED (MOUNT VERNON MO)
IA
Issued 08/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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