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Steven Lind Bowlds

Investment Adviser Representative at USA FINANCIAL SECURITIES LLC

Sand Springs, OKCRD #4250919Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
10 states
Exams Passed
3

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 10 states
ArizonaArkansasCaliforniaColoradoFloridaIllinoisIndianaKansasMissouriOklahoma
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/15/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 9/29/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/8/2000

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

USA Financial Securities LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

USA FINANCIAL SECURITIES LLCCurrent
8/22/2016Sand Springs, OK
HORTER INVESTMENT MANAGEMENT, LLC
6/4/20148/18/2016Sand Springs, OK
BROOKSTONE CAPITAL MANAGEMENT LLC
1/19/20075/27/2014Sand Springs, OK
KALOS MANAGEMENT
4/18/200610/2/2006Sand Springs, OK

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Steven Lind Bowlds 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.

Steven Lind Bowlds - Financial Advisor in Sand Springs, OK | AdvisorFinder