Monica Owens (CRD# 5566047) is an Investment Advisor Representative working at Lpl Financial LLC in Kennewick, WA and has over 10 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial | Kennewick, WA | Mar 2021 - Current | 3 |
Maniacs | Kennewick, WA | Oct 2018 - Current | 5 |
Craig Bolling | Kennewick, WA | Sep 2017 - Mar 2021 | 3 |
Waddell & Reed, Inc. | Kennewick, WA | Feb 2014 - Mar 2021 | 7 |
Various Insurance Carriers For W & R Insurance Agencies | Kennewick, WA | Feb 2014 - Mar 2021 | 7 |
Kennewick High School | Kennewick, WA | Mar 2014 - Oct 2018 | 4 |
Kennewick School Marketing Committee | Kennewick, WA | Sep 2014 - Aug 2018 | 3 |
Wis | Kennewick, WA | Sep 2015 - Jul 2016 | < 1 |
Branding Iron | Kennewick, WA | Sep 2012 - Nov 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- WA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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 derived from SEC.gov data covering 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.
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.