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Will Abbott Bowen

Sunstreet Securities, LLC

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About Will Abbott Bowen

Will Bowen is a registered representative with Sunstreet Securities, LLC located in Avondale, Arizona. Will has over 40 years of experience in the financial services industry, having started his career in 1976. Will holds Series 6, 22, SIE, and Series 1 licenses and is registered in California and North Carolina. Will specializes in providing financial planning and portfolio management for individuals and selecting other advisors.

Firm Information

Will Bowen is currently registered with Sunstreet Securities, LLC. Sunstreet Securities, LLC is a Limited Liability Company formed in January 2006. Headquartered in [Main Office Address], the firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sunstreet Securities, LLC is registered with the SEC and in 38 states.

$5.70M

Assets Under Management

51

Total Clients

17

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Referral fees from tpas

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Will Bowen’s Registration & Firm History

AZ

03/21/2018 - Present

Sunstreet Securities, LLC (AVONDALE AZ)

CA

05/02/1995 - 03/29/2018

HORNOR, TOWNSEND & KENT, INC. (SAN DIEGO CA)

MA

05/04/1976 - 05/11/1995

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Will Abbott Bowen.
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