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Portland Financial Advisors
FBR Wealth Management Group
10300 SW Greenburg Rd., Suite 375
Portland, OR 97223
(503) 946-3931
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Advisor Profile
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.
 

General Information

Gender:    Male
CRD#:    2328903
Firm CRD#:    6390
Name of Broker/Dealer:    Pacific West Securities, Inc.
States Licensed in:    OR, CA, WA
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    6
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Mortgages & Real Estate, Bonds, Mutual Funds, Insurance, Annuities, Stocks, Exchange Traded Funds (ETFs), Real Estate, Alternative Investments
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 65, Series 6, Series 63, Series 7, Series 24
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Health, Life, Annuity
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:    6000
Advisor's Number of Clients:    160
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Compensation Methods:    Hourly, Commissions, Based on Assets
Fee % Based on Assets:    1%
Hourly Rate:    $150
Minimum Fee Charged for Managed Accounts:    $750
Minimum Fee Charged for Hourly Planning Accounts:    $750
Minimum Fee Charged for Flat Fee Accounts:    $750
 
 
 
Prepared By: Greg Bowen, CFP®