Scott
Bowhay
Investor Fan
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About this Advisor
Scott Bowhay is a financial advisor based in Moraga, California, working with Investor Fan. Scott has previously held positions at Wells Fargo Advisors Financial Network LLC, M. S. Howells & Co, Msh Capital Advisors Dba Bowhay Investments LLC, and Investor'S Fiduciary Advisory Network, LLC. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Scott is part of Investor Fan, which operates out of Moraga, California. The firm has 8 offices and 8 employees. The firm manages assets totaling $255.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Investor Fan includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investor Fan Brokerage Details
$255,405,413
8
1,060
$240,949
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Scott Bowhay Work History
Investor'S Fiduciary Advisory Network, LLC
M. S. Howells & Co
Msh Capital Advisors Dba Bowhay Investments LLC
Wells Fargo Advisors Financial Network LLC
Disclosures
Please visit the SEC profile of Scott Bowhay 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 Investor Fan
Burien, WA
Coeur D'Alene, ID
Upland, IN
Boise, ID
Granada Hills, CA
Moraga, CA
Big Timber, MT
La Grande, OR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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