James OwenCRD Number: 5454356
Current Firm: Owen Larue Financial Group
James Owen (CRD# 5454356) is an Investment Advisor Representative working at Owen Larue Financial Group in Elizabethtown, KY and has over 10 years of experience in the finance industry.
Your Best Move Inc.
Cambridge Investment Research Advisors, Inc.
J.p. Morgan Securities LLC
|Owen Larue Financial Group||Elizabethtown, KY||Sep 2017 - Current||< 1|
|Private Advisor Group, LLC||Morristown, NJ||May 2014 - Sep 2017||3|
|Lpl Financial LLC||Elizabethtown, KY||Apr 2014 - Sep 2017||3|
|Raymond James Financial Services, Inc.||Elizabethtown, KY||Apr 2010 - Apr 2014||4|
|First Citizens Bank||Eliazabethtown, KY||Apr 2010 - Apr 2014||4|
|Raymond James Financial Services Advisors, Inc.||Elizabethtown, KY||Apr 2010 - Apr 2014||4|
|Merrill Lynch||Louisville, KY||Nov 2007 - Apr 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management120MILLIONS
Total Number of Accounts381ACCOUNTS
Average Account Value$315,079
- 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
- Selection of other advisers (including private fund managers)
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