RB
Ryan Bowker
CRESCENT WEALTH ADVISORY
Baton Rouge, LA
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CRD#: 7841866
RB
Professional summary
Ryan Bowker is a registered financial advisor currently at CRESCENT WEALTH ADVISORY, LLC located in Baton Rouge, Louisiana.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ryan has worked at 1 firm and has passed the Series 65 exam.
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) Shell PLC, Baton Rouge, Louisiana; not investment related; Multinational Energy Company; Start date January 2013; approximate number of hours per month devoted to this business: 160; number of hours during securities trading hours: 20; I am the North American Key Account Manager with Sales account management responsibilities for two multinational equipment manufacturers with locations all over North America. (2) Licensed Insurance Agent
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Bowker'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
December 18, 2023 - Present
CRESCENT WEALTH ADVISORY, LLC
RIA
CRD#: 151156
Baton Rouge, LA
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
Louisiana(12/18/2023)
Current Firm
CW
CRESCENT WEALTH ADVISORY, LLC
CRESCENT WEALTH ADVISORY, LLC | CRESCENT WEALTH CAPITAL MANAGEMENT, LLC
CRD#: 151156 / SEC#:
Georgia
Registered Investment Advisory firm - (3/9/2015 Approved)Louisiana
Registered Investment Advisory firm - (9/18/2023 Approved)Tennessee
Registered Investment Advisory firm - (6/21/2023 Approved)Texas
Registered Investment Advisory firm - (4/28/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339
Mailing Address
Phone number
(770) 431-1260
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 156 |
| AUM (Assets Under Management) | $ 87,459,571 |
Red Flags
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