Unclaimed
Laurence Bowers is a financial advisor who is currently registered with Gradient Advisors, LLC. Laurence has been in the financial services industry since 2002 and has a Series 6 and Series 65 license. Laurence is a registered investment advisor in Colorado. Laurence has experience providing financial services, including assets under management, annuities, and life insurance. Laurence is also the owner of Legacy Tax Services, LLC, which provides tax preparation services. Laurence specializes in financial planning, pension consulting, and selection of other 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.
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.
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.
Referral fees
1
2
CO
01/16/2013 - Present
Gradient Advisors, LLC (FORT COLLINS CO)
CA
10/02/2002 - 09/30/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
Issued 03/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Laurence Bowers is the right advisor for you? Invested Better is here to help.