Colin Thomas Bowman
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 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
14 years in the industry.
- LPL Financial LLCOct 2025 to now
- UnemployedFeb 2025 to Oct 2025
- Charles Schwab Bank SsbApr 2023 to Feb 2025
- Charles Schwab & Co., Inc.May 2019 to Feb 2025
- OppenheimerfundsJun 2018 to May 2019
- Clear Connections LLC (verizon Wireless Zone)Mar 2018 to May 2018
- KeybankMay 2017 to Feb 2018
- Rivera ToyotaJul 2016 to Apr 2017
- Western Connecticut State UniversityDec 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6976134
- Firm CRD
- 6413