Unclaimed
John William Bowen is a financial advisor at Bowen Financial Services, LLC. John has been working in the financial services industry since January 2018. John is a Certified Financial Planner and holds the Series 65 license. Bowen Financial Services, LLC provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm is located in Midlothian, VA.
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.
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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VA
03/29/2023 - Present
Bowen Financial Services, LLC (MIDLOTHIAN VA)
IA
Issued 01/26/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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