Ashley Owens (CRD# 5993709) is an Investment Advisor Representative working at 11 Financial in Gretna, VA and has over 12 years of experience in the finance industry.
CRD# 4992409
Raymond James Financial Services Advisors, Inc.
CRD# 4450756
Edward Jones
CRD# 1380785
Valley View Consulting LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovar Wealth Management | Lufkin, TX | Mar 2024 - Current | < 1 |
| Capfinancial Securities LLC | Raleigh, NC | Sep 2019 - Mar 2024 | 4 |
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Sep 2019 - Mar 2024 | 4 |
| Infinex Investments, Inc. | Meriden, CT | Oct 2017 - Jul 2019 | 1 |
| Benchmark Bank | Farmville, VA | Oct 2017 - Jul 2019 | 1 |
| Securities America Inc. | Forest, VA | Sep 2015 - Oct 2017 | 2 |
| Securities America Advisors | Forest, VA | Sep 2015 - Oct 2017 | 2 |
| Lpl Financial | Lynchburg, VA | Jan 2015 - Sep 2015 | < 1 |
| Massachusetts Mutual Life Insurance Co | Lynchburg, VA | Jun 2014 - Dec 2014 | < 1 |
| Mml Investors Services, LLC | Lynchburg, VA | Jun 2014 - Dec 2014 | < 1 |
| Edward Jones | St Louis, MO | Nov 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- VA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$96,555
- 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)
- Educational seminars/workshops
- Other
AL, CA, CO, CT, FL, KS, LA, MA, MD, MO, NC, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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