Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Timothy Bowen is a financial advisor with over 45 years of experience in the financial services industry. He is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked for several other firms. William is a Certified Financial Planner and holds Series 7, 24, and 63 licenses. William's specializations include retirement planning, investment management, and insurance. William has a strong track record of providing clients with personalized financial advice and investment strategies to help them achieve their financial goals. He is committed to providing exceptional service and building long-term relationships with his clients.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TN
10/31/2023 - Present
Cambridge Investment Research Advisors, Inc. (Knoxville TN)
GA
12/15/1997 - 05/06/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/31/1997 - 12/01/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
07/14/1986 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
10/19/1984 - 07/14/1986
FSC SECURITIES CORPORATION
NA
11/26/1982 - 06/26/1984
FIRST FLORIDA SECURITIES, INC.
NA
07/08/1982 - 08/10/1982
INTERSTATE SECURITIES CORPORATION
NA
04/22/1980 - 05/14/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
09/26/1978 - 04/04/1980
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/03/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 02/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Bowen is the right advisor for you? Invested Better is here to help.
