William Owens, financial advisor Huntington Woods MI

William Owens

CRD Number: 2495954
Current Firm: Raymond James Financial Services Advisors, Inc.

William Owens (CRD# 2495954) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Huntington Woods, MI and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Huntington Woods, MI Feb 2017 - Current 7
Owens Wealth Management, LLC Huntington Woods, MI Feb 2017 - Current 7
Raymond James Financial Services Advisors Inc. Huntington Woods, MI Feb 2017 - Current 7
Raymond James And Associates Farmington Hills, MI Sep 1999 - Jan 2017 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for William B. Owens
Phone Number: 727-567-3020
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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, WY

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