Nicholas Austin Bowers
Investment adviser representative at Advocacy Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$103.4MFirm 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
Experience
11 years in the industry.
- Advocacy Financial LLCSep 2024 to now
- Innealta Capital, LLCJan 2018 to now
- Northern Lights Distributors, LLCDec 2017 to Feb 2023
- Afam Capital, Inc.Oct 2017 to May 2018
- Dfa Securities LLCApr 2015 to Oct 2017
- Dimensional Fund Advisors LPFeb 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (LA).
Advocacy Financial LLC
$103.4MAssets managed
124Clients
2Advisers
Under 1 yearIn 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
- 6186551
- Firm CRD
- 305954