Billy J. Fowler
Professional summary
Billy Jan Fowler, who also goes by Bill Fowler, Bj Fowler, is a registered financial advisor currently at FOWLER FINANCIAL MANAGEMENT located in Mckinney, Texas.
Billy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Billy has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 22, Series 24 and Series 39 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Billy Jan Fowler's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2012 - Present
FOWLER FINANCIAL MANAGEMENT
June 8, 1992 - May 6, 2003
LPL FINANCIAL LLC
June 4, 1992 - May 6, 2003
LPL FINANCIAL LLC
March 21, 1990 - May 11, 1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 25, 1990 - January 30, 1990
DOMINION CAPITAL CORPORATION
September 23, 1983 - July 23, 1987
UNITED EQUITIES INVESTMENTS, INC.
February 4, 1983 - August 23, 1983
PREFERRED PROPERTIES INVESTMENT CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/28/2012)
Exams
Current Firm
FOWLER FINANCIAL MANAGEMENT
CRD#: 124945 / SEC#: 801-61769
Contact information
Regulatory assets under management
| Total Number of Accounts | 83 |
| AUM (Assets Under Management) | $ 30,601,519 |
Red Flags
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