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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Michael Bowers is an Investment Advisor Representative at Venture Partners Wealth Management, LLC, a firm based in Natick, MA. Richard Bowers is registered as an investment advisor in Massachusetts and Texas. Richard Bowers has been in the industry for over 25 years, previously working at Silverwood Partners, Venture Partners Capital, L.L.C., MetLife Securities, Inc, and others. Venture Partners Wealth Management, LLC offers a variety of advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals.
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.
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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MA
03/29/2022 - Present
Venture Partners Wealth Management, LLC (NATICK MA)
MA
03/20/2019 - 09/23/2022
SILVERWOOD PARTNERS (SHERBORN MA)
CT
01/27/2017 - 01/24/2018
VENTURE PARTNERS CAPITAL, L.L.C. (EAST BERLIN CT)
MA
01/02/2015 - 06/07/2016
METLIFE SECURITIES, INC (BOSTON MA)
MA
06/28/2013 - 01/02/2015
NEW ENGLAND SECURITIES (BOSTON MA)
MA
05/19/2011 - 03/15/2013
HORNOR, TOWNSEND & KENT, INC. (BOSTON MA)
CT
10/07/2008 - 05/09/2011
VENTURE PARTNERS CAPITAL, L.L.C. (EAST BERLIN CT)
MA
10/07/2002 - 10/01/2008
FIRST DUNBAR SECURITIES CORPORATION (BOSTON MA)
MA
06/19/1997 - 03/19/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NA
08/06/1986 - 03/11/1988
FIDELITY BROKERAGE SERVICES, INC.
NA
01/16/1985 - 08/04/1986
FIDELITY DISTRIBUTORS CORPORATION
NA
06/04/1984 - 12/05/1984
FIDELITY DISTRIBUTORS CORPORATION
IA
Issued 09/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2003
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 04/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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