Lantz Daryle Bowman
Investment adviser representative at Precedent Wealth Partners, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$685MFirm assets
Are you Lantz Daryle Bowman? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
20 years in the industry.
- Precedent Wealth Partners, LLCMay 2026 to now
- Advisors Capital Management, LLCApr 2023 to May 2026
- Linscomb & Williams Inc.Sep 2019 to Apr 2023
- Ronald Blue & CompanyJun 2006 to Sep 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Precedent Wealth Partners, LLC
$685MAssets managed
201Clients
18Advisers
3 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
- 2931189
- Firm CRD
- 325203