Brian C Bowen
Investment adviser representative at Dynamic
29 yearsExperience
1 stateRegistered in
$5.6BFirm assets
15 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- DynamicJul 2025 to now
- Dynamic Wealth AdvisorsJun 2025 to now
- UnemployedJan 2024 to Jun 2025
- TD Ameritrade Inc.Apr 2023 to Jan 2024
- Charles Schwab BankApr 2013 to Jan 2024
- Charles Schwab & Co., Inc.Aug 1997 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 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
- 2832362
- Firm CRD
- 151367