Adviser and broker representative · Valley Wealth Strategies, LLC
Eugene G. Bowan
CRD 1562682 · Lake Forest, CA
At a glance
Eugene G. Bowan is an investment adviser representative with Valley Wealth Strategies, LLC in Lake Forest, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Eugene’s SEC record dates to 2000, about 26 years ago. Eugene is also registered as a broker representative.
Current advisory firm
- Valley Wealth Strategies, LLCSince October 2017Lake Forest, CA · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Eugene’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.