Lisa A. Bowers

RPO WEALTH PARTNERS LLC

Charlotte, NC 28203

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CRD#: 7327813

Professional summary

Lisa Ann Bowers, CFP®, who also goes by Lisa B Smoots, is a registered financial advisor currently at RPO WEALTH PARTNERS LLC located in Charlotte, North Carolina.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lisa has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa B Smoots

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) - RIA

Click below to view Lisa Ann Bowers'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^®

Certified Financial Planner

Start date: 1993

Experience

Current

February 24, 2021 - Present

RPO WEALTH PARTNERS LLC

Office #1: 1244 East Boulevard Suite 2b, Charlotte, NC 28203

RIA

CRD#: 312384

Charlotte, NC

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

North Carolina
(2/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

RPO WEALTH PARTNERS LLC

CRD#: 312384 / SEC#:

North Carolina

Registered Investment Advisory firm - (2/24/2021 Approved)

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Contact information

Main Address

1244 East Blvd Suite 2b, Charlotte, NC 28203

Mailing Address

Phone number

(704) 777-1836

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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