David Bowman
David Bowman is a registered investment advisor at World Equity Group, INC., based in Parrish, FL, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
Parrish, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2007Other Business ActivitiesSells Insurance
David is an independent insurance agent and co-owner of a tree farm. He is also involved with MaxMyBenes LLC and Citadel Financial Services LLC, both related to fixed insurance, and spends full-time hours on the latter.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Intersecurities, INC.
Intersecurities, INC.Broker
High Mark Securities, INC.
High Mark Securities, INC.Broker
Electronic Access DirectBroker
Usallianz Securities, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.