Donald Owens (CRD# 1191571) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Thurmont, MD and has over 37 years of experience in the finance industry.
CRD# 2436101
Abel Financial Management Company
CRD# 5165082
Truist Advisory Services, Inc.
CRD# 6083715
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Griffin-owens Insurance Specialists, LLC | Herndon, VA | Aug 2020 - Current | 3 |
| 8803 Sudley Road, LLC | Manassas, VA | Sep 2018 - Current | 5 |
| 7637 Leesburg Pike, LLC | Herndon, VA | Jun 2015 - Current | 8 |
| Ravenel Fd, LLC | Ravenel, SC | Dec 2011 - Current | 12 |
| 847 Station Street, LLC | Herndon, VA | Apr 2003 - Current | 21 |
| Adams-green Funeral Home | Herndon, VA | Jan 2000 - Current | 24 |
| The Griffin-owens Ins. Agy. | Herndon, VA | Mar 1984 - Current | 40 |
| H. Beck, Inc. | Rockville, MD | Jun 2020 - Mar 2021 | < 1 |
| Nationwide Advisory Services, Inc. | Herndon, VA | Feb 1987 - Jun 2020 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- VA
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Total Assets Under Management2,360MILLIONS
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- 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
- 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
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, WY
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