Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustan? Claim Your ProfileDustan Bowers is a registered representative with Gallagher Fiduciary Advisors, LLC and has been in the industry since 2001. Dustan is a registered investment advisor in Oklahoma and Texas. Dustan also holds the Series 6, Series 7 and Series 63 licenses. Dustan has previous experience with several other firms, including TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, and FINANCIAL NETWORK INVESTMENT CORPORATION.
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.
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.
See schedule d misc. for explanation
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.
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2
OK
04/22/2022 - Present
Gallagher Fiduciary Advisors, LLC (Oklahoma City OK)
OK
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Oklahoma City OK)
OK
10/03/2012 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Oklahoma City OK)
CA
09/15/2008 - 02/09/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
12/15/2006 - 11/02/2007
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CT
07/03/2003 - 06/01/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NJ
11/18/2002 - 03/13/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
CT
01/12/1999 - 05/23/2002
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
11/14/1996 - 11/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
01/25/1994 - 02/10/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 12/27/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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