linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Matthew Bowen

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Matthew Bowen

Christopher Bowen is an Investment Advisor Representative with Charles Schwab & Co., Inc. Christopher has been in the industry since 2005 and is registered with the state of Texas. Christopher has passed the Series 6, 7, 65, and 66 exams and the SIE exam. Christopher was previously employed with GWFS Equities, Inc., CUSO Financial Services, L.P., H&R Block Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC.

Firm Information

Christopher Bowen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Bowen’s Registration & Firm History

TX

06/04/2015 - Present

Charles Schwab & CO., Inc. (Austin TX)

CO

03/23/2005 - 03/08/2010

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CA

04/07/2004 - 11/15/2004

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

MI

01/02/2004 - 04/29/2004

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

CA

02/01/2002 - 12/19/2003

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

WI

06/19/2001 - 04/17/2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

06/19/2001 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

Not sure if Christopher Matthew Bowen is right for you?

Licenses & Designations

BOTH

Issued 06/04/2015

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/26/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2015

Series 7 - General Securities Representative Examination

BC

Issued 06/18/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Christopher Matthew Bowen. Review regulatory record here.
Not sure if Christopher Matthew Bowen is right for you?