Brandon
Bowman
Ameritas Advisory Services, LLC
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About this Advisor
Brandon Bowman is a financial advisor based in San Antonio, Texas, working with Ameritas Advisory Services, LLC. Brandon has previously held positions at Bowman & Associates, Cpa, Cetera Financial LLC, Ima Live LLC Dba Iwc Financial Planning, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Midwest Financial Solutions, Granite Financial Solutions, LLC, and Lpl Financial LLC. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Brandon is part of Ameritas Advisory Services, LLC, which operates out of San Antonio, Texas. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. 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, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
- Educational seminars/workshops
Brandon Bowman Work History
Midwest Financial Solutions
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Granite Financial Solutions, LLC
Ima Live LLC Dba Iwc Financial Planning
Lpl Financial LLC
Cetera Financial LLC
Bowman & Associates, Cpa
Disclosures
Please visit the SEC profile of Brandon Bowman 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 Ameritas Advisory Services, LLC
Irvine, CA
Milton, FL
New York, NY
Lawrence, KS
Flagstaff, AZ
San Ramon, CA
Tulsa, OK
Eliot, ME
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
