Unclaimed Profile

Charles Buddy Bowers

INSIGHT FOLIOS INC·CHARLOTTE, North Carolina

Series 65Clean record15 years registeredINSIGHT FOLIOS INC

11610 NORTH COMMUNITY HOUSE, CHARLOTTE, NC 28277CRD# 5882018Firm CRD# 174411

Profile Verification

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

Identity

Charles Buddy Bowers · CHARLOTTE, NC

Registration

CRD #5882018 · INSIGHT FOLIOS INC · 15 years registered

Brand Profile

Not yet started

Career History

INSIGHT FOLIOS

Mar 2015 – present

JACK KEETER & ASSOCIATES, INC.

Feb 2014 – Apr 2015

ANAHEIM, CA

BTS ASSET MANAGEMENT, INC.

Apr 2012 – May 2015

CHARLOTTE, NC

FAMILY LEGACY WEALTH MANAGEMENT, LLC

Jan 2011 – Feb 2014

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 19, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT FOLIOS INC

CRD 174411 · SEC 801-117138

AUM

$279M

Regulatory assets under management

Employees

1,810 client accounts

Services offered by INSIGHT FOLIOS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSIGHT FOLIOS INC →

Introduction

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Frequently Asked Questions

What services does Charles Buddy Bowers offer?

Charles Buddy Bowers specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Charles Buddy Bowers's credentials?

Charles Buddy Bowers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Buddy Bowers located?

Charles Buddy Bowers is based in CHARLOTTE, North Carolina, working with INSIGHT FOLIOS INC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Charles Buddy Bowers charge for services?

Charles Buddy Bowers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSIGHT FOLIOS INC?

INSIGHT FOLIOS INC has approximately 15 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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