Joseph Charles Bowers

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

• 01/1989 → 03/2025
  Independent Network, Inc. (Formerly Prof
  West Chester, PA
• 11/1998 → 03/2025
  The Investment Center, Inc.
  West Chester, PA
• 05/2016 → 03/2025
  Ic Advisory Services Inc
  West Chester, PA
• 03/2025 → Present
  Lpl Financial Llc
  West Chester, PA

Previous Registrations

• 2024-01-11 → 2025-03-06
  Ic Advisory Services, Inc.
  West Chester, PA
  Bedminster, NJ
• 2016-05-02 → 2022-12-31
  Ic Advisory Services, Inc.
  West Chester, PA
  Bedminster, NJ

Other Businesses

1- 03/06/2025 - Joseph C Bowers, CPA - Non-Variable Insurance Commission Trails - Investment Related - At Reported Business Location(s) - Start Date 01/02/1997 2- 03/06/2025 - Joseph C Bowers, CPA - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 02/27/1982 - 20 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-15
• S63 Uniform Securities Agent State Law Examination
  1984-04-25