Hunter S. Bowen
Professional summary
Hunter Stephen Bowen JR, who also goes by H Stephen Bowen Jr, H Stephen Bowen Jr, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ocala, Florida and TRUIST INVESTMENT SERVICES, INC. located in Belleview, Florida.
Hunter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Hunter has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hunter Stephen Bowen JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 1, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3500 E Silver Springs Blvd, Ocala, FL 34470July 10, 2009 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 5760 Se County Highway 484, Belleview, FL 34420Office #2: 3500 E Silver Springs Blvd, Ocala, FL 34470August 27, 2010 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
July 1, 2004 - June 17, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
June 25, 2004 - June 17, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 18, 2000 - June 25, 2004
MORGAN STANLEY DW INC.
February 17, 2000 - June 25, 2004
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/9/2022)
(6/4/2024)
(6/24/2020)
(8/27/2010)
(11/1/2016)
(7/20/2009)
(9/9/2020)
(8/6/2019)
(12/21/2021)
(6/30/2020)
(2/12/2024)
(3/25/2025)
(9/23/2021)
(1/21/2020)
(6/25/2020)
(6/24/2020)
(1/7/2011)
(5/4/2021)
(2/16/2022)
(10/2/2023)
(11/6/2024)
(3/25/2025)
(10/15/2020)
(3/13/2017)
(7/10/2023)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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