Marcus Benjamin Bowie
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2026 to now
- Raymond James Financial Services, Inc.May 2026 to now
- Fidelity Investments Strategic Advisers LLCMar 2025 to May 2026
- Fidelity Brokerage Services LLCApr 2023 to May 2026
- UnemployedFeb 2023 to Apr 2023
- New York LifeNov 2022 to Jan 2023
- PrimericaAug 2022 to Nov 2022
- Wild HealthOct 2020 to Jul 2022
- Central EquipmentJul 2020 to Sep 2020
- Bluegrass LendingJun 2020 to Jul 2020
- Jets PizzaOct 2019 to May 2020
- Lexington Country ClubJun 2019 to Sep 2019
- University of KentuckyAug 2018 to Dec 2022
- Sayre SchoolMar 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (KY).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7662228
- Firm CRD
- 149018