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TB

Terri L. Bowers

FIRST ASSET FINANCIAL
Salina, KS 67401
Some features on this profile are disabled
CRD#: 4157926
TB

Professional summary

Terri Lyn Bowers is a registered financial professional currently at FIRST ASSET FINANCIAL INC. located in Salina, Kansas.

Terri is registered as a RR (Registered Representative) and started their career in finance in 2005. Terri has worked at 2 firms and has passed the Series 11 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Terri Lyn Bowers'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

July 27, 2006 - Present

FIRST ASSET FINANCIAL INC.

Office #1: 110 E. Iron Ave., Salina, KS 67401
BD
CRD#: 139107
Salina, KS
Past

February 25, 2005 - July 27, 2006

IRON STREET SECURITIES INC.

BD
CRD#: 46338
SALINA, KS

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 11
Date: 2/24/2005
Assistant Representative-Order Processing Qualification Exam
SRO Registrations
RR
FINRA

Current Firm

FA
FIRST ASSET FINANCIAL INC.
FIRST ASSET FINANCIAL INC.

CRD#: 139107 / SEC#: , 8-67191

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
110 E. Iron Ave., Salina, KS 67401
Mailing Address
110 E. Iron Ave., Salina, KS 67401
Phone number
(785) 825-5050
Established
Kansas since 06/15/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INCOWNER
CIANTRO, PHILIP GERARDFINOP2350685
FAULK, RACHELCCO7712313
HAMMAN, ROBERT LEEPRESIDENT, ROSFP827526

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

FIRST ASSET FINANCIAL INC.

CRD#: 139107Salina, KS 67401

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