Ralinda Owens (CRD# 7067472) is an Investment Advisor Representative working at Xenith Financial Advisory Services, LLC in Fort Worth, TX and has over 5 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xenith Financial Advisory Services, LLC | Fort Worth, TX | Jan 2019 - Current | 5 |
| John Askew Company | Aledo, TX | Sep 2016 - Current | 7 |
| N/a | Fort Worth, TX | Jan 1992 - Aug 2016 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$97,774
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
LA, TX
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