Providing holistic individual customized fee-based investment portfolios, financial solutions for individuals, retirees, and organizations. Financial/Retirement Planning. Making people's lives better and helping them succeed. Call me before you roll your 401k to know “all” your options. I love talking stocks and solving world problems. 🙂 Life and Long-Term Care insurance solutions.I love the great oudoors. I use Interactive Brokers for trading and custody(after hours trading 6am-7pm cst). All it takes is a phone call. 405-210-0756I also own minerals. I am a tactical investment advisor.
Cowan Financial Services, Llc A Registered Investement Advisor
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President And Investment Advisor RepresentativeCowan Financial Services, Llc A Registered Investement Advisor Jan 2006 - PresentFinancial Services. I have been in the financial services industry since 1992 helping to find investment and insurance solutions for 1,000's of high net worth clients. I currently cater to a very small group of families and individual's to provide holistic financial services and solutions to life, health and wealth. Helping to keep your dreams alive by listening to you. Crypto currency. Tactical investment management. Have a team of experts to help you with what keeps you up at night.
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Branch Manager/Financial Advisor/Raymond James Financial Services, Inc Member Finra?Sipc Jan 2006 - Dec 2014I have been in the financial services industry since 1992 helping to find investment solutions for 1,000's of high net worth clients. I currently cater to a very small group of families and company's to provide holistic financial services and solutions.Followup and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation,will not be made to persons in states where the financial advisor is not registered.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
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Financial AdvisorBank Of America Mar 2003 - Jan 2006Charlotte, Nc, Us -
Senior Financial AdvisorMerrill Lynch Sep 1999 - May 2003New York, Ny, Us -
Financial AdvisorMorgan Stanley 1994 - 1999New York, Ny, Us
B. J. Cowan Education Details
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East Central UniversityGeneral -
Ada High SchoolBachelor'S Degree In Business
Frequently Asked Questions about B. J. Cowan
What company does B. J. Cowan work for?
B. J. Cowan works for Cowan Financial Services, Llc A Registered Investement Advisor
What is B. J. Cowan's role at the current company?
B. J. Cowan's current role is President Cowan Financial Services, LLC a Registered investment Advisor Representative..
What schools did B. J. Cowan attend?
B. J. Cowan attended East Central University, Ada High School.
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