MB
Marc E. Bowman
STOUT BOWMAN
Mechanicsburg, PA 17055
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CRD#: 3150989
MB
Professional summary
Marc Edward Bowman is a registered financial advisor currently at STOUT BOWMAN located in Mechanicsburg, Pennsylvania and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Marc has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. MARC BOWMAN IS AN INSURANCE AGENT. HE MAY SELL LIFE INSURANCE; TERM, WHOLE LIFE AND UNIVERSAL LIFE PRODUCTS.___ 2. SOCCER COACH, PALMYRA AREA SCHOOL DISTRICT PARK DR. PALMYRA PA 17078, 09/2012, 10 hrs per week. ASSISTANT HIGH SCHOOL SOCCER COACH.___ 3. STOUT BOWMAN & ASSOCIATES, LLC. www.stoutbowman.com. INVESTMENT RELATED. 555 Gettysburg Pike, Unit C-100, MECHANICSBURG, PA 17055. ASSET MANAGEMENT + FINANCIAL PLANNING. MANAGING MEMBER.01/2013. 40hrs per week. DEVELOP FINANCIAL PLANS, MANAGE INVESTMENT PORTFOLIOS, CLIENT MEETINGS AND SERVICE.___ 4. MBMS Holdings LLC; Yes; 555 Gettysburg Pike, Unit C-100, MECHANICSBURG, PA 17055; Managing Partner; 1hr per week; MONITOR AND PAY EXPENSES; START 05/2022.___
CRS (Client Relationship Summary) - RIA
Click below to view Marc Edward Bowman's 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®
NoneExperience
Current
July 16, 2012 - Present
STOUT BOWMAN
Office #1: 555 Gettysburg Pike Suite C-100, Mechanicsburg, PA 17055RIA
CRD#: 130631
Mechanicsburg, PA
Current
December 15, 2023 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
October 23, 2018 - December 18, 2023
FORTUNE FINANCIAL SERVICES, INC.
BD
CRD#: 42150
Mechanicsburg, PA
Past
August 10, 2012 - October 24, 2018
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
MECHANICSBURG, PA
Past
September 26, 2011 - August 6, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
CAMP HILL, PA
Past
September 26, 2011 - August 6, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
CAMP HILL, PA
Past
September 16, 2010 - October 6, 2011
WADDELL & REED
RIA
CRD#: 866
HARRISBURG, PA
Past
December 16, 1998 - October 6, 2011
WADDELL & REED
BD
CRD#: 866
HARRISBURG, PA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Colorado(8/15/2023)
RR
Colorado(12/15/2023)
IAR
Florida(1/6/2021)
RR
Florida(12/15/2023)
IAR
Maryland(11/16/2023)
RR
Maryland(7/18/2024)
RR
New York(12/15/2023)
IAR
North Carolina(8/2/2023)
IAR
Pennsylvania(7/16/2012)
RR
Pennsylvania(12/15/2023)
IAR
Texas(8/11/2016)
RR
Texas(12/15/2023)
IAR
Virginia(9/15/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STOUT BOWMAN
BROKERAGE INSURANCE REPRESENTATIVE | STOUT, MATTHEW ALLEN | STOUT JOYCE BOWMAN & ASSOCIATES | STOUT JOYCE AND ASSOCIATES | STOUT JOYCE & ASSOCIATES, LTD. | STOUT JOYCE & ASSOCIATES, LTD | STOUT BOWMAN & ASSOCIATES, LLC | STOUT BOWMAN | REGISTERED INVESTMENT ADVISOR TO LPL FINANCIAL
CRD#: 130631 / SEC#:
Colorado
Registered Investment Advisory firm - (8/15/2023 Approved)Florida
Registered Investment Advisory firm - (1/6/2021 Approved)Louisiana
Registered Investment Advisory firm - (11/30/2020 Terminated)Maryland
Registered Investment Advisory firm - (11/16/2023 Approved)New Jersey
Registered Investment Advisory firm - (9/20/2023 Terminated)North Carolina
Registered Investment Advisory firm - (7/27/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (7/16/2012 Approved)Texas
Registered Investment Advisory firm - (8/22/2012 Conditional Restricted)Virginia
Registered Investment Advisory firm - (9/15/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
555 Gettysburg Pike Suite C-100, Mechanicsburg, PA 17055
Mailing Address
Phone number
(717) 761-2040
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 810 |
| AUM (Assets Under Management) | $ 103,000,000 |
Red Flags
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