Focus Partners Wealth
45yrs
Top advisor by experience in Winston Salem
1yr
Avery Bowles
Financial advisor at LPL Financial
Based in Winston Salem, North Carolina, Avery Bowles is a fiduciary financial advisor with 1 year of industry experience. Avery has been with LPL Financial since 2025; before that, Avery spent less than a year at First Horizon Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 523 advisors with offices in Winston Salem, and one of 493 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office500 W. 5th Street Suite 1320, Winston Salem, NC 27101
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowLPL Financial LLCCurrent firm
- Jun 2025 – Aug 2025First Horizon Advisors, Inc.Previously
Contact Avery
Local office(336) 453-2070Ask for Avery. (704) 733-3300Main office · Fort Mill, SC 500 W. 5th Street Suite 1320Winston Salem, NC 27101Office · Get directions Facebook pageLPL Financial
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Questions to ask Avery
Tailored to Avery’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Avery
How do I contact Avery?
Call Avery’s local office at (336) 453-2070 or the LPL Financial main office at (704) 733-3300, and ask for Avery Bowles.
How long has Avery been a financial advisor?
Avery has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Avery hold?
Series 66. Tap any license on this page to see what it allows.
Is Avery a fiduciary?
Avery is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Avery paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Avery for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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