Susan Michelle Bowers
Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Susan Michelle Bowers? 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
21 years in the industry.
- Seapoint Wealth Advisors LLCJan 2023 to now
- LPL Financial LLCDec 2022 to now
- Red Grass Partners IncJan 2015 to now
- Future Legends Scholarship FundApr 2018 to Apr 2020
- Alphacore Capital LLCJan 2017 to Apr 2020
- Home MakerApr 2005 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 3249954
- Firm CRD
- 6413