PF

Paul B. Fowler

REVOLUTION PARTNERS
Memphis, TN
Some features on this profile are disabled
CRD#: 2596604
PF

Professional summary


Paul Brian Fowler, who also goes by Brian Fowler, P. Brian Fowler, is a registered financial advisor currently at REVOLUTION PARTNERS, LLC located in Memphis, Tennessee and RPATA, LLC located in Memphis, Tennessee.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Paul has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brian Fowler | P. Brian Fowler

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Paul Brian Fowler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 27, 2014 - Present

REVOLUTION PARTNERS, LLC

RIA
CRD#: 170310
Memphis, TN
Current

October 25, 2016 - Present

RPATA, LLC

RIA
CRD#: 285598
Memphis, TN
Past

February 13, 2013 - June 5, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
MEMPHIS, TN
Past

February 13, 2013 - June 5, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MEMPHIS, TN
Past

January 16, 2004 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
MEMPHIS, TN
Past

April 18, 1995 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RP
REVOLUTION PARTNERS, LLC
REVOLUTION PARTNERS, LLC

CRD#: 170310 / SEC#: 801-122898

RIA
Registered Investment Advisory firm - (12/16/2021 Approved)
Tennessee
Registered Investment Advisory firm - (1/5/2022 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(3/12/2018)
IAR
Tennessee
(2/27/2014)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RP
REVOLUTION PARTNERS, LLC
REVOLUTION PARTNERS, LLC

CRD#: 170310 / SEC#: 801-122898

RIA
Registered Investment Advisory firm - (12/16/2021 Approved)
Tennessee
Registered Investment Advisory firm - (1/5/2022 Terminated)
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Contact information


Main Address
Memphis, TN
Mailing Address
Po Box 172155, Memphis, TN 38187-2155
Phone number
(901) 421-6300
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts629
AUM (Assets Under Management)$ 100,070,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REVOLUTION PARTNERS, LLC

CRD#: 170310Memphis, TN

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Contact information


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