Debra OwenCRD Number: 1171035
Current Firm: First Allied Advisory Services, Inc.
Debra Owen (CRD# 1171035) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Brookfield, WI and has over 34 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Current||5|
|First Allied Securities, Inc.||San Diego, CA||Jan 2007 - Current||11|
|Wachovia Securities, LLC||Waukesha, WI||Mar 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management4,440MILLIONS
Total Number of Accounts26,339ACCOUNTS
Average Account Value$168,585
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV