Robert Lynn Bowen

CRD 4141582 · Wells Fargo Advisors · Salt Lake City, UT

IA RegisteredBroker

Also appears in the source record as: Rob L Bowen; Rob Lynn Bowen; Robert L Bowen; Robert Bowen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (1): Utah
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4141582 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (10)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Salt Lake City, UT · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Salt Lake City, UT · BC capacity

start not retrieved → present
Prudential Financial Planning Services
South Jordon, UT · IA capacity

Aug 6, 2019 → Feb 3, 2023
Pruco Securities, LLC.
South Jordon, UT · BC capacity

Jun 11, 2019 → Feb 3, 2023
Fidelity Personal And Workplace Advisors
Boston, MA · IA capacity

Jul 13, 2018 → Sep 28, 2018
Fidelity Brokerage Services LLC
Salt Lake City, UT · BC capacity

Jan 1, 2008 → Sep 6, 2018
Strategic Advisers LLC
Salt Lake City, UT · IA capacity

Nov 28, 2008 → Jul 13, 2018
Fidelity Investments Institutional Services Company, Inc.
Salt Lake City, UT · BC capacity

Jun 9, 2006 → Jan 1, 2008
Fidelity Personal Trust Company, Fsb
Salt Lake City, UT · IA capacity

Apr 27, 2005 → Jun 14, 2005
Equity Services, Inc.
Montpelier, VT · BC capacity

Mar 6, 2000 → Nov 15, 2000

Source & corrections

Where this page comes from

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