Vienna, VA Pine St SE Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,116 offices

Location

410 Pine St SE Ste 300

Vienna VA 22180

Advisors at this office

3

Advisors at this office

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Alexander B

Series 63, Series 65

Vienna, VA

Cetera

Alexander Bowman is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Wealth Services, LLC and Bowman Gaskins Financial Group, Inc. He is also involved in managing several real estate entities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management, financial planning, and retirement services, with access to both affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Lesia B

Series 66

Vienna, VA

Cetera

Lesia Bowman is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. She has worked at Cetera and its affiliates since 2013 and has managed Bowman Gaskins Financial Group since 2005. Outside of her advisory role, she is an independent insurance agent specializing in disability, life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert G

Series 63, Series 65

Vienna, VA

Cetera

Robert Gaskins Jr. is a financial professional at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Bowman Gaskins Financial Group, Inc. since 1999, where he also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Gaskins has been with Cetera and its affiliate Cetera Wealth Services since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing access to discretionary and non-discretionary investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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