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Patricia Anne Bowlin

Investment Adviser Representative at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

Beverly, MACRD #2681885Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Patricia Anne Bowlin has worked in the securities industry since 2007. They have passed the Series 65 examination. They are registered to provide investment advisory services in Massachusetts.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/9/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
All managed assets1.00%
Accounts over $2,000,0001.00%
Source

Ipswich Investment Management Company, Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IPSWICH INVESTMENT MANAGEMENT COMPANY, INCCurrent
4/30/2014Beverly, MA
BOSTON ADVISORS, LLC
6/9/20063/29/2010Boston, MA
BOSTON ADVISORS, INC.
2/6/20036/9/2006Boston, MA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

5 other advisors in the directory

View IPSWICH INVESTMENT MANAGEMENT COMPANY, INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patricia Anne Bowlin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Patricia Anne Bowlin - Financial Advisor in Beverly, MA | AdvisorFinder