Robert Lynn Bowen
Investment adviser representative at Wells Fargo Advisors
26 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- DisysMay 2023 to May 2025
- Wells Fargo Clearing ServicesMay 2023 to May 2025
- UnemployedJan 2023 to May 2023
- Assurance Iq LLCJul 2021 to May 2023
- Pruco Securities, LLC.Jun 2019 to Jan 2023
- Prudential Insurance Company of AmericaJun 2019 to Jan 2023
- UnemployedSep 2018 to May 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2018
- Fidelity Brokerage Services LLC.Nov 2000 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (UT).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 4141582
- Firm CRD
- 19616