Alex Clark (CRD# 6741273) is an Investment Advisor Representative working at Owens Investment Advisors LLC in Mission Viejo, CA and has over 7 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Owens Investment Advisors LLC | Mission Viejo, CA | Feb 2020 - Current | 4 |
| Student | Mission Viejo, CA | Feb 2019 - Feb 2020 | 1 |
| Cornerstone Wealth Advisors, Inc. | Dana Point, CA | Jan 2017 - Feb 2019 | 2 |
| Student | Mission Viejo, CA | Jun 2016 - Dec 2016 | < 1 |
| Meadowood Resort | St. Helena, CA | Apr 2012 - May 2016 | 4 |
| Elain Bell Catering | American Canyon, CA | Jun 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- CA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$212,962
- 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
CA, TX
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