GB
Greg A. Bowen
WILKINS MILLER WEALTH MANAGEMENT
MOBILE, AL 36608
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CRD#: 4800198
GB
Professional summary
Greg Alan Bowen, CFP®, who also goes by Greg Bowen, is a registered financial advisor currently at WILKINS MILLER WEALTH MANAGEMENT, LLC located in Mobile, Alabama and PURSHE KAPLAN STERLING INVESTMENTS located in Mobile, Alabama.
Greg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Greg has worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Bowen
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) WILKINS MILLER WEALTH MGT, LLC.; 41 W I-65 SERVICE RD N STE 400, MOBILE, AL 36608; INVESTMENT RELATED; RIA, DIRECTOR; STARTED 1/2015, 140 HR/MO, 120 HR DURING TRADING; FINANCIAL SERVICES ENTITY; 2)MIDTOWN INVESTMENTS, MOBILE, AL, YES INVESTMENTS RELATED, MEMBER, 1/12 OWNERSHIP, OCTOBER 2009, 0 HR MO, 0 HR DAY, INVESTMENT GROUP 3) THE BOWEN GROUP, LLC. 3925 Yester Pl, MOBILE, AL 36608. SINGLE MEMBER LLC CREATED FOR TAX PURPOSES, 11/2015-PRESENT, NO ADDITIONAL TIME SPENT OR DUTIES. 4) BFP, LLC. 3925 Yester Pl, MOBILE, AL 36608. Timber Land, 1/2 Ownership 5) Insurance sales - at same location as registered branch - 1/1/2023 - Investment Related - Fixed Insurance - Agent - 1 hour/0 securities hours per month - Sales of life insurance products as dictated by client need.
CRS (Client Relationship Summary) - RIA
Click below to view Greg Alan Bowen'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®
CFP®
Start date: 2008
Experience
Current
November 24, 2012 - Present
WILKINS MILLER WEALTH MANAGEMENT, LLC
Office #1: 41 West Interstate 65, Service Road North Suite 400, Mobile, AL 36608RIA
CRD#: 162222
MOBILE, AL
Current
December 3, 2012 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 41 W. I65, Service Road N Suite 400, Mobile, AL 36608BD
CRD#: 35747
MOBILE, AL
Past
November 14, 2008 - December 3, 2012
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
MOBILE, AL
Past
November 14, 2008 - December 3, 2012
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
MOBILE, AL
Past
July 29, 2004 - November 24, 2008
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MOBILE, AL
Past
July 8, 2004 - November 24, 2008
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
MOBILE, AL
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".
WM
WILKINS MILLER WEALTH MANAGEMENT, LLC
WILKINS MILLER HIERONYMUS WEALTH MANAGEMENT, LLC | WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD#: 162222 / SEC#: 801-125952
RIA
Registered Investment Advisory firm - (6/23/2022 Approved)Alabama
Registered Investment Advisory firm - (6/27/2022 Terminated)Texas
Registered Investment Advisory firm - (6/27/2022 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.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
RR
Alabama(12/3/2012)
IAR
Alabama(12/3/2012)
RR
Florida(5/29/2024)
RR
South Carolina(5/29/2024)
IAR
Texas(11/24/2012)
Exams
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
WM
WILKINS MILLER WEALTH MANAGEMENT, LLC
WILKINS MILLER HIERONYMUS WEALTH MANAGEMENT, LLC | WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD#: 162222 / SEC#: 801-125952
RIA
Registered Investment Advisory firm - (6/23/2022 Approved)Alabama
Registered Investment Advisory firm - (6/27/2022 Terminated)Texas
Registered Investment Advisory firm - (6/27/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
41 West Interstate 65, Service Road North Suite 400, Mobile, AL 36608
Mailing Address
Po Box 70047, Mobile, AL 36670
Phone number
(251) 410-6700
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 521 |
| AUM (Assets Under Management) | $ 220,080,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD#: 162222Mobile, AL 36608TRUST BUT VERIFY
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