Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Bowman is a financial advisor at Custom Wealth Management Inc. based in Bullhead City, Arizona. Gary has over 30 years of experience in the financial services industry. Gary holds a Series 65 license which allows him to provide financial advice to individuals and families in Arizona, California, and Texas. Gary has a strong commitment to helping clients 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.
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.
A percentage of the total value of assets under management is charged.
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AZ
07/24/2024 - Present
Custom Wealth Management Inc. (BULLHEAD CITY AZ)
CA
02/15/2013 - 08/06/2021
SAGEPOINT FINANCIAL, INC. (CORONA CA)
CA
12/03/2008 - 02/28/2013
ARQUE CAPITAL, LTD. (ORANGE CA)
CA
08/30/2002 - 12/04/2008
FOX & COMPANY INVESTMENTS INC. (CORONA CA)
OH
08/15/2002 - 08/30/2002
NEBS FINANCIAL SERVICES, INC. (CLEVELAND OH)
AZ
07/21/1997 - 08/20/2002
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
NY
04/30/1997 - 08/11/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
AZ
11/03/1995 - 04/29/1997
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
NY
03/20/1990 - 11/10/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
09/07/1995 - 11/09/1995
INTREPID SECURITIES, INC. (TORRANCE CA)
CA
04/17/1995 - 08/31/1995
RYKEL SECURITIES, INC. (CAMERON PARK CA)
IA
Issued 10/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1991
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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