Greg Alan Bowen
Investment adviser representative at Wilkins Miller Wealth Management, LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$257.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wilkins Miller Wealth Management, LLCJan 2015 to now
- Purshe Kaplan Sterling InvestmentsDec 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (AL, LA, TX).
Wilkins Miller Wealth Management, LLC
$257.5MAssets managed
195Clients
2Advisers
4 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
- 4800198
- Firm CRD
- 162222