Michael Cowan Financial Advisor Palm Neach Gardens Fl
Michael
Cowan
Wells Fargo Advisors Financial Network, LLC
CRD#3198765
Investment Advisor
in Palm Beach Gardens, FL
About this Advisor
Michael Cowan is a financial advisor based out of Palm Beach Gardens, Florida, who has been in the industry for 13 years. Cowan is on the advisory team at Wells Fargo Advisors Financial Network, LLC. They have spent the entirety of their employment at Wells Fargo Advisors Financial Network, Llc. Cowan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Texas. Wells Fargo Advisors Financial Network, LLC is a registered investment business operating out of Palm Beach Gardens, Florida. The investment advisory business has offices in 675 locations and a total of 2,135 people on staff. It administers $103 billion in assets under management between its 222,705 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 1,089 charitable organizations. Of its 222,705 customer accounts, 44% are associated with high-net-worth clients who have at least $1 million in investable assets. Wells Fargo Advisors Financial Network, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management typically depend on which services are offered. Fees billed by Wells Fargo Advisors Financial Network, LLC can include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Series 63, Series 65
Years of Experience
13 years
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other
Fee Structure
Percentage of Assets, Hourly Charges, Fixed Fees, Commissions
Disclosures
Yes
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Wells Fargo Advisors Financial Network, LLC Brokerage Details
Total Assets Under Management
$102,526,575,087
FL Average: $11,469,110,461
Total Number of Employees
2,135
FL Average: 458
Total Number of Accounts
222,705
FL Average: 33,415
Average Account Size
$460,369
FL Average: $343,232
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Michael Cowan Work History
Michael has 13 years of experience.
2009 - Present (13 years)
Wachovia Securities Financial Network, LLC (11025)
Disclosures
Michael Cowan has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Advisors Financial Network, LLC
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset's profiles.
This page contains links to SmartAsset's financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Source: https://smartadvisormatch.com/advisor-network/florida/michael-cowan-3198765
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