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Cory Lynn Whitaker

BOWIE CAPITAL MANAGEMENT, LLC·RICHARDSON, Texas
Clean record11 years registeredBOWIE CAPITAL MANAGEMENT, LLC
740 E. CAMPBELL RD., RICHARDSON, TX 75081CRD# 6341949Firm CRD# 171023

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cory Lynn Whitaker · RICHARDSON, TX
Registration
CRD #6341949 · BOWIE CAPITAL MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

BOWIE CAPITAL MANAGEMENT, LLC
May 2015 – present
02

Registrations & Exams

Registration record
First registered · May 29, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOWIE CAPITAL MANAGEMENT, LLC
CRD 171023 · SEC 801-79919
AUM
$1.0B
Regulatory assets under management
Employees
8
22 client accounts
Services offered by BOWIE CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BOWIE CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Cory Lynn Whitaker offer?
Cory Lynn Whitaker specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Cory Lynn Whitaker's credentials?
Cory Lynn Whitaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Lynn Whitaker located?
Cory Lynn Whitaker is based in RICHARDSON, Texas, working with BOWIE CAPITAL MANAGEMENT, LLC. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.
How does Cory Lynn Whitaker charge for services?
Cory Lynn Whitaker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOWIE CAPITAL MANAGEMENT, LLC?
BOWIE CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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