Frederick Eugene Mowery

Employer firm

Compass Financial Management LLC CRD 156345

$894M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 09/1999 → Present
  Mowery Capital Management Llc
  Mckinney, TX

Previous Registrations

• 2004-10-13 → 2022-05-03
  Mowery Capital Management, Llc
  Dallas, TX
  Dallas, TX
• 2016-05-18 → 2020-12-15
  Worth Financial Group Inc.
  Mckinney, TX
  Dallas, TX
  Mckinney, TX
• 2009-06-29 → 2014-11-19
  Worth Financial Group Inc.
  Mckinney, TX
  Dallas, TX
  Mckinney, TX
• 2003-03-05 → 2004-12-31
  Oxford Advisors Corporation
  Dallas, TX
• 2000-01-31 → 2002-12-31
  Oxford Advisors Corporation
  Dallas, TX

Other Businesses

OWNER/PARTNER IN OXFORD ADVISORS CORP D/B/A MOWREY CAPITAL MANAGEMENT, A TEXAS RIA. AGENTS INSURANCE SALES & SERVICE INC. NON-INVESTMENT RELATED 206 South Kentucky ST Suite201 MCKINNEY TX 75069 POSITION: AGENT START DATE: MARCH 2008 8-10 HOURS / MONTH DUTIES: MARKETING & SALES OF TRADITIONAL LIFE INSURANCE, LONG TERM CARE & FIXED ANNUITIES

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-04-27

Other Names

• Fritz Mowery