George
Bowen

Commonwealth Financial Network

CRD#2919183
Investment Advisor
in Peabody, MA

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About this Advisor

George Bowen is a certified financial planner who works in Peabody, Massachusetts. Currently a registered advisor at Commonwealth Financial Network, Bowen has 11 years of professional experience. Bowen has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Bowen can work with investors in Massachusetts. Throughout their career, they have worked at Commonwealth Financial Network and Capital Management Partners, LLC. Commonwealth Financial Network is based out of Peabody, Massachusetts, and operates out of 1,090 additional offices across the United States. Overall, Commonwealth Financial Network manages $81 billion in assets dispersed across 335,560 accounts and retains more than 3,200 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Commonwealth Financial Network can provide 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

100 Corporate Place Suites 304 and 306
Peabody, MA 01960

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

MA Average: $16,012,751,954
Total Number of Employees

3,350

MA Average: 118
Total Number of Accounts

388,288

MA Average: 4,567
Average Account Size

$219,462

MA Average: $3,506,186

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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

George Bowen Work History

George has 11 years of experience.

2007 - Present (12 years)

Commonwealth Financial Network

2007 - Present (12 years)

Capital Management Partners, LLC

Disclosures

George Bowen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Michael Ball
Overland Park, KS
Alisha Butterfield
Rapid City, SD
Brandon Luke
Kahului, HI
Kyle Hagan-Collins
Warwick, RI
Alexander Bartholomew
Worcester, MA
Thomas Muscato
Pittsford, NY
Brooke Fleming
Westborough, MA
Brent Caswell
Overland Park, KS

This content was compiled from the SEC and FINRA.

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