Unclaimed Profile

Greg Alan Bowen

WILKINS MILLER WEALTH MANAGEMENT, LLC·MOBILE, Alabama

SIE, Series 7, Series 66, Series 99TOCFPClean record22 years registeredWILKINS MILLER WEALTH MANAGEMENT, LLC

41 WEST INTERSTATE 65, SERVICE ROAD NORTH, MOBILE, AL 36608CRD# 4800198Firm CRD# 162222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Greg Alan Bowen · MOBILE, AL

Registration

CRD #4800198 · WILKINS MILLER WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

WILKINS MILLER WEALTH MANAGEMENT, LLC

Nov 2012 – present

1ST GLOBAL ADVISORS INC

Nov 2008 – Dec 2012

MOBILE, AL

UBS FINANCIAL SERVICES INC.

Jul 2004 – Nov 2008

MOBILE, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · July 29, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILKINS MILLER WEALTH MANAGEMENT, LLC

CRD 162222 · SEC 801-125952

AUM

$184M

Regulatory assets under management

Employees

281 client accounts

Services offered by WILKINS MILLER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WILKINS MILLER WEALTH MANAGEMENT, LLC →

Introduction

Speak with Greg

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Greg is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MOBILE?

Browse all registered financial advisors in MOBILE, Alabama or claim this profile if it's yours.

Browse MOBILE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Greg Alan Bowen offer?

Greg Alan Bowen specializes in Financial Planning, Investment Management. Contact their office in MOBILE, Alabama for a consultation.

What are Greg Alan Bowen's credentials?

Greg Alan Bowen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Greg Alan Bowen located?

Greg Alan Bowen is based in MOBILE, Alabama, working with WILKINS MILLER WEALTH MANAGEMENT, LLC. Their office serves clients in the MOBILE metropolitan area and surrounding communities.

How does Greg Alan Bowen charge for services?

Greg Alan Bowen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILKINS MILLER WEALTH MANAGEMENT, LLC?

WILKINS MILLER WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →