Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowDean Bowe is a Senior Wealth Advisor and Portfolio Manager at Raymond James Ltd. with over 12 years in the financial services industry. He has held roles at Richardson GMP Limited and Raymond James Canada before joining Raymond James (USA) Ltd. Bowe also owns and operates a family wealth management firm focused on insurance sales and financial planning. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional investors. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing, supported by in-depth market research and a broad range of brokerage and advisory resources.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
2 years of industry experience
Raymond James USA Ltd.
2024 - Present • 2 years
Toronto, Ontario
Raymond James Ltd.
2020 - Present • 6 years
Vancouver, British Columbia
Richardson GMP Limited
2012 - 2020 • 8 years
Toronto, Ontario
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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