Andrew Bowers
Andrew Bowers is currently the Assistant Vice President - Advisory Compliance at Cambridge Investment Research, Inc, a financial solutions firm located in Fairfield, Iowa. Andrew has 17 years of industry experience with the last 8 being compliance-related. He is responsible for the oversight of advisory compliance activities for Cambridge's corporate RIA and almost 4,000 investment advisor representatives. Andrew's prior experience includes the supervision of the firm's financial planning activities and operation of the firm's internal turnkey asset management platform, and the development of the firm's current wrap program.
Andrew earned a MBA with a focus on Corporate Finance along with a BS in Financial Management from Upper Iowa University. Andrew holds the Series 7, 24, and 66 as well as the Accredited Investment Fiduciary (AIF) and Registered Corporate Coach (RCC) designation.
Outside of the investment industry, Andrew served 27 years in the Army working in the military intelligence field supporting campaigns in both Iraq and Afghanistan.
8f. IA – Advisory Fee Billing: Risks and Best Practices (Intermediate - OPEN)