Duncan
Bowie
Phillips Financial
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About this Advisor
Duncan Bowie is a financial advisor based in Fort Wayne, Indiana, working with Phillips Financial. Duncan has previously held positions at Carroll High School, Moe's Southwest Grill, Ted's Market, Indiana University, Indiana University - Jacobs School of Music, Pourhouse Cafe, Aldi, PNC, CX Institutional, LLC, and Phillips Financial Management, LLC. Duncan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Duncan is part of Phillips Financial, which operates out of Fort Wayne, Indiana. The firm has 1 office and 32 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Phillips Financial includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Phillips Financial Brokerage Details
$2,057,903,619
32
2,853
$721,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Duncan Bowie Work History
Phillips Financial Management, LLC
Cx Institutional, LLC
Aldi
Pnc
Pourhouse Cafe
Indiana University
Indiana University - Jacobs School Of Music
Ted'S Market
Moe'S Southwest Grill
Carroll High School
Disclosures
Please visit the SEC profile of Duncan Bowie 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 Phillips Financial
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
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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