Corey
Mowen
Truist Advisory Services, Inc
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About this Advisor
Corey Mowen is a certified financial planner based in San Antonio, Texas with a total of 1 year of industry experience. Mowen is an advisor for Truist Advisory Services, Inc. Their career trajectory has included roles at Monticello Wealth Management, Financial Planning Association, College For Financial Planning, Ut Health Sciences Center At San Antonio, A-Plus Family Care, Forte Health Services, Physiomo, Methodist Healthcare Systems, Promotion Physical Therapy, University Of Texas Health Sciences Center At San Antonio, Texas Capital Bank Private Wealth Advisors, Texas Capital Bank, Truist Advisory Services, Inc and Truist Investment Services, Inc. Mowen maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Truist Advisory Services, Inc is a registered investment company based in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 people on staff. It controls $53 billion in assets across its 125,600 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 customer accounts, just 12% are held by high-net-worth investors who have greater than $1 million in investable assets. Truist Advisory Services, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fees typically vary depending on which service is offered. Fees charged by Truist Advisory Services, Inc likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Corey Mowen Work History
Corey has been registered as a financial advisor for 1 years.*
Truist Advisory Services, Inc
Truist Investment Services, Inc
Texas Capital Bank Private Wealth Advisors
Texas Capital Bank
Monticello Wealth Management
Financial Planning Association
College For Financial Planning
Ut Health Sciences Center At San Antonio
A-Plus Family Care
Forte Health Services
Physiomo
Forte Health Services
Methodist Healthcare Systems
Promotion Physical Therapy
University Of Texas Health Sciences Center At San Antonio
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Corey Mowen 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 Truist Advisory Services, Inc
Atlanta, GA
Durham, NC
Richmond, VA
Williamsburg, VA
Cumming, GA
Richmond, VA
Myrtle Beach, SC
Altamonte Springs, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
