GB
CFP
GB
CFP

Greg Bowen

21 Years of Experience
Mobile, AL
BrokerSells Insurance

Greg Bowen is a CFP-designated registered investment advisor, based in Mobile, AL, with 21 years of industry experience.

Location

41 West Interstate 65, Service Road North, Suite 400, Mobile, AL, 36608

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Greg is a director at Wilkins Miller Wealth Mgt, LLC, an RIA, and a member with 1/12 ownership in Midtown Investments. He also owns The Bowen Group, LLC and BFP, LLC, and sells fixed insurance and life insurance products, dedicating minimal time to insurance sales.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2012 - Present · 13 yrs 4 mos
Wilkins Miller Wealth Management, LLC
November 2012 - Present · 13 yrs 5 mos
Previous Registrations
1st Global Advisors INC
November 2008 - December 2012 · 4 yrs 1 mo
1st Global Capital CORP.Broker
November 2008 - December 2012 · 4 yrs 1 mo
UBS Financial Services INC.
July 2004 - November 2008 · 4 yrs 4 mos
UBS Financial Services INC.Broker
July 2004 - November 2008 · 4 yrs 4 mos
State Registrations4 states
ALFLSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.