David William Bowen
Investment adviser representative at Southwest Investment Advisors, Inc.
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$386.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Southwest Investment Advisors, Inc.Mar 2024 to now
- LPL Financial, LLCJun 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Southwest Investment Advisors, Inc.
$386.9MAssets managed
1,161Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2756428
- Firm CRD
- 312685