Eugene
Bowan
Valley Wealth Strategies, LLC
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About this Advisor
Eugene Bowan is a financial advisor based in Lake Forest, California, working with Valley Wealth Strategies, LLC. Eugene has previously held positions at Zuk & Associates, Inc, National Planning Corporation, Valley Wealth Strategies, LLC, and Lpl Financial, LLC. Eugene has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Eugene is part of Valley Wealth Strategies, LLC, which operates out of Lake Forest, California. The firm has 21 offices and 30 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Valley Wealth Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Wealth Strategies, LLC Brokerage Details
$1,021,500,000
30
4,110
$248,540
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Eugene Bowan Work History
Valley Wealth Strategies, LLC
Lpl Financial, LLC
Zuk & Associates, Inc
National Planning Corporation
Disclosures
Please visit the SEC profile of Eugene Bowan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Wealth Strategies, LLC
Placentia, CA
Sunnyvale, CA
Brawley, CA
Walnut Creek, CA
Menlo Park, CA
San Luis Obispo, CA
Yuba City, CA
Sonora, CA
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