Morgan OwenCRD Number: 5352812
Current Firm: D.a. Davidson & Company
Morgan Owen (CRD# 5352812) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 10 years of experience in the finance industry. Morgan Owen 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.
Group W Investment Management LLC
Stifel, Nicolaus & Company, Incorporated
Northfork Financial LLC
|D.a. Davidson & Company||Bozeman, MT||Sep 2010 - Current||7|
|Unemployed||New York, NY||Jul 2010 - Sep 2010||< 1|
|Lazard Asset Management Securities LLC||New York, NY||Apr 2008 - Jun 2010||2|
|Lazard Asset Management LLC||New York, NY||Apr 2008 - Jun 2010||2|
|D.a. Davidson & Company||Bozeman, MT||May 2007 - Apr 2008||< 1|
|Student||Middletown, CT||May 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management9,918MILLIONS
Total Number of Accounts33,323ACCOUNTS
Average Account Value$297,645
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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