Woodrow Bowling (CRD# 1944709) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Carlisle, OH and has over 11 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Brookstone Wealth Management | Wheaton, IL | May 2022 - Current | 2 |
Royal Fund Management, LLC | The Villages, FL | Oct 2018 - May 2022 | 3 |
Prudential Financial Planning Services | Cincinnati, OH | Nov 2017 - Sep 2018 | < 1 |
Pruco Securities LLC | Cincinnati, OH | Aug 2017 - Sep 2018 | 1 |
The Prudential Insurance Company Of America | Cincinnati, OH | Aug 2017 - Sep 2018 | 1 |
First American National Advisors, LLC | Carlisle, OH | Jan 2016 - Aug 2017 | 1 |
Self Employed - Insurance Rep | Carlisle, OH | Sep 2014 - Aug 2017 | 2 |
Nationwide Insurance | Lebanon, OH | Jul 2015 - Sep 2015 | < 1 |
Nationwide Securities LLC | Columbis, OH | Jul 2015 - Sep 2015 | < 1 |
Transparent Financial Group | Franklin, OH | Sep 2014 - Aug 2015 | < 1 |
Horter Investment Management | Cincinnati, OH | Oct 2014 - Jul 2015 | < 1 |
Cornerstone Sr. Services | Brentwood, TN | Jun 2011 - Sep 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
S63 | Uniform Securities State Law Examination | Feb 2018 |
- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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