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Joseph Wayne Bowie

RETIREMENT INVESTMENT ADVISORS INC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
3001 UNITED FOUNDERS BLVD, OKLAHOMA CITY, OK 73112CRD# 1808893Firm CRD# 106316
01

About

Joseph Wayne Bowie is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with RETIREMENT INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RETIREMENT INVESTMENT ADVISORS INC
RETIREMENT INVESTMENT ADVISORS INC
AUM
$1.1B
Regulatory assets under management
Employees
20
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1808893
Firm CRD# 106316
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Wayne Bowie offer?
Joseph Wayne Bowie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Joseph Wayne Bowie's credentials?
Joseph Wayne Bowie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Wayne Bowie located?
Joseph Wayne Bowie is based in OKLAHOMA CITY, Oklahoma, working with RETIREMENT INVESTMENT ADVISORS INC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Joseph Wayne Bowie charge for services?
Joseph Wayne Bowie'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 RETIREMENT INVESTMENT ADVISORS INC?
RETIREMENT INVESTMENT ADVISORS INC has approximately 20 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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