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David Lee Cowan

William Joseph Capital Management, Inc.

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About David Lee Cowan

David Cowan is a financial advisor in North Haven, CT. He is a registered investment advisor representative with William Joseph Capital Management, Inc. David has been in the securities industry since 1986. He has experience working with high-net-worth individuals and individual investors, providing financial planning and portfolio management services.

Firm Information

David Cowan is currently registered with William Joseph Capital Management, Inc.. William Joseph Capital Management, Inc. is an independent financial advisory firm based in Bristol, CT. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages over $270 million in assets for 835 clients, including high-net-worth individuals and individuals other than high-net-worth.
William Joseph Capital Management, Inc.

210 RED STONE HILL ROAD

BRISTOL, CT 06010

$270.21M

Assets Under Management

20

Total Clients

19

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers

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David Cowan’s Registration & Firm History

CT

10/05/2015 - Present

William Joseph Capital Management, Inc. (NOTH HAVEN CT)

MO

07/02/1993 - 04/01/1994

FFP SECURITIES, INC. (CHESTERFIELD MO)

MA

10/08/1991 - 07/01/1993

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

GA

01/06/1986 - 12/31/1989

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 08/27/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lee Cowan.
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