Unclaimed
Larry Bowman is a financial advisor with over 20 years of experience in the financial industry. Larry is currently registered with Cambridge Investment Research Advisors, Inc. and has been associated with them since March 2023. Larry has previously been associated with Lincoln Financial Securities Corporation, MML Investors Services, Inc. and The Variable Annuity Marketing Company. Larry is a licensed financial advisor in several states including Arizona, Connecticut, Florida, Georgia, Kentucky, North Carolina, Pennsylvania and South Carolina.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
03/22/2023 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
NC
12/04/2003 - 03/22/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
MA
04/10/2003 - 12/01/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TX
05/17/2001 - 03/04/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/17/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 09/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Larry Bowman is the right advisor for you? Invested Better is here to help.