Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bowman is a financial advisor with over 15 years of experience in the industry. Robert is currently registered with Robert W. Baird & Co. Inc. and has previously been registered with EF Legacy Securities, LLC and Sanders Morris Harris LLC. Robert is licensed in Texas and Virginia and has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Robert is a Chartered Financial Analyst and holds the Series 7, Series 63, and Series 65 licenses. Robert specializes in providing financial planning, investment management, and retirement planning services. Robert is committed to providing personalized and comprehensive financial advice to help 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.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
VA
10/03/2024 - Present
Robert W. Baird & Co. Inc. (Glen Allen VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (HENRICO VA)
VA
03/12/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (HENRICO VA)
BC
Issued 04/08/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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