Cody Owens (CRD# 6862345) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 6 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities, Inc. | Cincinnati, OH | Feb 2018 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Mitchell, KY | Sep 2017 - Feb 2018 | < 1 |
| Nepc, LLC | Las Vegas, NV | Apr 2014 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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