Stephen Owings (CRD# 2888638) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Atlanta, GA and has over 24 years of experience in the finance industry. Stephen Owings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Bleakley Financial Group, LLC | Atlanta, GA | Jun 2022 - Current | 1 |
Lpl Financial, LLC | Atlanta, GA | Jun 2021 - Current | 2 |
Private Advisor Group, LLC | Atlanta, GA | May 2021 - Jun 2022 | 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2007 - Jun 2021 | 13 |
Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Apr 1998 - Jun 2021 | 23 |
Northwestern Mutual Life | Milwaukee, WI | Apr 1997 - Jun 2021 | 24 |
Northwestern Mutual Investment Services, LLC | Atlanta, GA | Nov 2005 - Mar 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2002 |
S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- CO
- GA
- NJ
- NY
- VA
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Total Assets Under Management9,176MILLIONS
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Total Number of Accounts22,440ACCOUNTS
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Average Account Value$408,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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