Kevin
Bowyer

Carroll Financial Associates Inc

CRD#4566306
Investment Advisor
in Charlotte, NC
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About this Advisor

Kevin Bowyer is a certified financial planner in Charlotte, North Carolina. Currently an investment advisor with Carroll Financial Associates Inc, Bowyer has 13 years of professional experience in the financial advisory industry. Bowyer maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Bowyer is registered to act as a financial advisor based out of North Carolina and Texas. Throughout their career, they have worked at Cetera Advisor Networks LLC, Financial Network and Carroll Financial Associates, Inc. Carroll Financial Associates Inc is located in Charlotte, North Carolina, and has four other offices in the country. As a company, Carroll Financial Associates Inc oversees $3 billion in assets throughout 6,259 accounts and employs more than 43 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 5,848 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 14% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Carroll Financial Associates Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly and fixed 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4201 Congress Street, Ste 210
Charlotte, NC 28209

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Carroll Financial Associates Inc Brokerage Details

Total Assets Under Management

$2,476,825,260

NC Average: $3,625,019,099
Total Number of Employees

43

NC Average: 22
Total Number of Accounts

6,259

NC Average: 1,917
Average Account Size

$395,722

NC Average: $1,890,985

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kevin Bowyer Work History

Kevin has 13 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

2009 - Present (10 years)

Carroll Financial Associates, Inc

2005 - 2012 (7 years)

Financial Network

Disclosures

Kevin Bowyer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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