Advisor at Cowan Financial Services, LLC
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.
Firm
Cowan Financial Services, LLC
Location
Norman, OK
Credentials
Series 63, Series 65
Industry experience
31 years
Billy Cowan is the sole advisor at Cowan Financial Services, LLC in Norman, Oklahoma, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been operating his independent advisory firm since 2006. In addition to his advisory work, he is licensed as an independent insurance agent and dedicates a small portion of his time to insurance activities. Cowan Financial Services provides personalized investment management to individual clients and advisory services to small-business retirement plans and select corporate entities. The firm’s investment approach combines charting, fundamental, and cyclical analysis, utilizing a range of securities and strategies including options and margin, tailored to client objectives and risk tolerance.
Based on Cowan Financial Services, LLC
$0+: up to 1.2% annually (negotiable based on client circumstances and account size) $0+: up to 0.50% annually for Small Business Retirement Plan Services (negotiable)
Commission may be received by principal for sale of insurance products as an independent insurance agent, not charged by the advisory firm
Fee-only: Advisory fees based on a percentage of assets under management; no commissions charged by the firm for advisory services
Norman, OK
Oklahoma
Crabtree Farms
2023 - 2024 (1 year)
Ladder Armor
2020 - 2024 (4 years)
Southwestern Directory Company
2019 - 2020 (1 year)
Various Insurance Companies
2015 - Present (11 years)
Cowan Financial Services Llc
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Series 65
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Uisonet
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TRAC Wealth Management, Inc
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Pismo Pacific Financial Services, LLC
Series 63, Series 66
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Lodestar Asset Management LLC
Series 63, Series 65
Oklahoma City, OK
A-Team Financial Investments
Series 65
Norman, OK
D.M. Wealth Management, Inc.
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