William Owens, financial advisor Franklin MA
93 score

William Owens

CRD Number: 3088110
Current Firm: Crescent Hill Partners LLC

William Owens (CRD# 3088110) is an Investment Advisor Representative working at Crescent Hill Partners LLC in Franklin, MA and has over 18 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Franklin MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Franklin MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Franklin MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Company Name Location Dates Years
Crescent Hill Partners Saratoga Springs, NY Apr 2014 - Current 2
Crescent Hill Partners LLC Franklin, MA Apr 2014 - Current 2
Self-employed Braintree, MA Feb 2014 - Current 2
Crescent Hill Advisors LLC Franklin, MA Nov 2012 - Current 4
Ing Investment Advisors LLC Braintree, MA Jul 2008 - Jan 2014 5
Citistreet Advisers LLC East Brunswick, NJ Oct 2000 - Jul 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for William A. Owens
Phone Number: 866-744-3705
Registered State(s):
  • LA
  • TX
  • MA
By the Numbers
  • Total Assets Under Management
    157
    MILLIONS
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $344,173
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, GA, IL, LA, MA, MI, NC, NE, NH, NJ, NY, OH, PA, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.