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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bowman is a financial advisor with Voya Financial Advisors, Inc., based in Houston, TX. David has over 25 years of experience in the financial services industry, and specializes in providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, businesses and charitable organizations. David is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their unique needs and goals. David is registered to provide investment advice in 51 states and the District of Columbia. In addition to his investment advisory services, David also offers educational seminars and assists clients with the selection of other financial advisors.
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.
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.
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
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (AUSTIN TX)
TX
07/29/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (HOUSTON TX)
TX
03/03/2009 - 07/02/2010
AMHERST SECURITIES GROUP, L.P. (HOUSTON TX)
TX
12/12/2005 - 03/09/2009
STANFORD GROUP COMPANY (HOUSTON TX)
CT
04/21/1997 - 12/14/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
09/18/1998 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 05/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2006
Series 4 - Registered Options Principal Examination
BC
Issued 05/29/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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