Mary Owens, financial advisor Grass Valley CA
83 score

Mary Owens

CRD Number: 3073787
Current Firm: Raymond James Financial Services Advisors, Inc.

Mary Owens (CRD# 3073787) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Owens Digital Media Inc. Grass Valley, CA Jan 2015 - Current 1
Owens Family Trust Grass Valley, CA Jun 2012 - Current 4
Real Estate Auburn, CA Oct 2011 - Current 5
Owens Capital Asset Mangement, Inc. Grass Valley, CA May 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Grass Valley, CA Jan 2009 - Current 7
Raymond James Financial Services Grass Valley, CA Dec 2008 - Current 8
N/a Auburn, CA Jun 1986 - Current 30
Owens And Sams Wealth Advisory Services Grass Valley, CA May 2009 - Jan 2010 < 1
Ubs Financial Services Inc. Grass Valley, CA May 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Sep 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mary E. Owens
Phone Number: 727-567-5877
Registered State(s):
  • CA
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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