| Advisor Profile |
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| Name: |
Greg Bowen, CFP® |
| Phone Number: |
(503) 946-3931 |
| Website: |
Visit Website
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Business Description |
| My financial planning practice emphasizes a conservative investment management approach utilizing various forms of securities and alternative investments. I specialize in advising retirees and those near retirement on how to make the best use of their financial resources.
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General Information |
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| Name of Broker/Dealer: |
Pacific West Securities, Inc.
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| States Licensed in: |
OR, CA, WA
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| Years of Experience in Financial Services: |
14
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| Number of Years with Current Firm: |
6
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| I work with the following types of clients: |
Individual Investors, Businesses
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Services |
| Investment Types: |
Mortgages & Real Estate, Bonds, Mutual Funds, Insurance, Annuities, Stocks, Exchange Traded Funds (ETFs), Real Estate, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 65, Series 6, Series 63, Series 7, Series 24
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| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Health, Life, Annuity
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| Financial Organization Memberships: |
Paladin Registry, Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
6000
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| Advisor's Number of Clients: |
160
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Hourly, Commissions, Based on Assets
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| Fee % Based on Assets: |
1%
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| Minimum Fee Charged for Managed Accounts: |
$750
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| Minimum Fee Charged for Hourly Planning Accounts: |
$750
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| Minimum Fee Charged for Flat Fee Accounts: |
$750
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| Prepared By: |
Greg Bowen, CFP® |
Frequently Asked Questions |
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