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Thomas Albert Bowman

Toth Financial Advisory Corp.

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About Thomas Albert Bowman

Thomas Albert Bowman is an Investment Advisor Representative at Toth Financial Advisory Corp. based in LEESBURG, VA. Thomas Albert Bowman has been in the securities industry since January 1999. Thomas Albert Bowman is registered with the state of Virginia. Thomas Albert Bowman has passed the Series 6, Series 7, Series 63, and Series 65 examinations.

Firm Information

Thomas Bowman is currently registered with Toth Financial Advisory Corp.. Toth Financial Advisory Corp., located in Leesburg, VA, is an investment advisor with approximately $865.89 million in regulatory assets under management. The firm provides portfolio management for individuals and pooled investment vehicles. They primarily serve high-net-worth individuals, as well as individuals other than high-net-worth, pension and profit-sharing plans, and pooled investment vehicles.
Toth Financial Advisory Corp.

608 SOUTH KING STREET

LEESBURG, VA 20175

$865.90M

Assets Under Management

610

Total Clients

10

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Bowman’s Registration & Firm History

VA

06/07/2000 - Present

Toth Financial Advisory Corp. (LEESBURG VA)

NY

01/26/1999 - 12/31/2004

CADARET, GRANT & CO., INC. (SYRACUSE NY)

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Licenses & Designations

IA

Issued 05/06/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/25/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Albert Bowman.
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