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 in Peabody, Massachusetts. Currently an investment advisor with Commonwealth Financial Network, Bowen has 12 years of work experience. Bowen holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Bowen can operate based out of Massachusetts. During their career, Bowen has held roles at Commonwealth Financial Network and Capital Management Partners, LLC. Commonwealth Financial Network is headquartered in Peabody, Massachusetts, and has 1,090 brick-and-mortar locations across the United States. In aggregate, Commonwealth Financial Network oversees $85 billion in assets throughout 388,288 accounts and retains more than 3,350 people. The amount of assets the firm manages makes it one of the largest firms in the nation. The firm manages 379,505 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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 13 years of experience.

2007 - Present (13 years)

Commonwealth Financial Network

2007 - Present (13 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

Fred Scheffner
Salt Lake City, UT
Joanne Mungall
San Jose, CA
Karen Tupitza
Fairfax, VA
Daniel Flanagan
Framingham, MA
Brian Bean
Norfolk, VA
Brendan Stringer
Arlington, VA
Charles Carter
Phoenix, AZ
Ryan Sant
Lynnwood, WA

This content was compiled from the SEC and FINRA.

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