EB
Eugene Bowan
from Valley Wealth Strategies, LLC
Eugene Bowan is a financial advisor based in California, Lodi,
with 31 years of experience. Eugene currently works for
Valley Wealth Strategies, LLC.
Eugene maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Eugene Bowan works at Valley Wealth Strategies, LLC
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
17 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
404 W. Pine Street, Suite 6, Lodi, California, 95240
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