Harrison Fraser Bowman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2023 → 01/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2022 → 01/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2018 → 08/2018
  The Fed
  Clarkston, MI
• 05/2021 → 08/2021
  Winston Collection
  Rochester Hills, MI
• 08/2018 → 05/2021
  Unemployed/Student
  Clarkston, MI
• 08/2021 → 05/2022
  Student
  Clarkston, MI
• 10/2013 → 05/2018
  Student
  Clarkston, MI
• 01/2024 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI

Other Businesses

1- 03/2024 / lnvestwise Financial LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2024-05-17