Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren James Bowman is a financial advisor with over 30 years of experience in the industry. Warren is currently registered with Concurrent Investment Advisors, LLC as a Registered Investment Advisor. Concurrent Investment Advisors, LLC is a Registered Investment Advisor with approximately $1 billion - $10 billion in assets under management. The firm provides a variety of financial advisory services, including financial planning, pension consulting, and portfolio management. Warren specializes in working with individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
1
2
FL
06/19/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
FL
05/10/2023 - 04/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Bradenton FL)
FL
02/11/2021 - 05/19/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
07/01/2003 - 02/16/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. PETERSBURG FL)
NY
04/10/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/28/1996 - 04/16/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
FL
07/28/1989 - 09/05/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
03/22/1984 - 08/11/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 03/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Warren Bowman is the right advisor for you? Invested Better is here to help.
