Monica Owens, financial advisor Kennewick WA
89 score

Monica Owens

CRD Number: 5566047
Current Firm: Waddell & Reed

Monica Owens (CRD# 5566047) is an Investment Advisor Representative working at Waddell & Reed in Kennewick, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kennewick School Marketing Committee Kennewick, WA Sep 2014 - Current 2
Kennewick High School Kennewick, WA Mar 2014 - Current 2
Waddell & Reed, Inc. Kennewick, WA Feb 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Kennewick, WA Feb 2014 - Current 2
Wis Kennewick, WA Sep 2015 - Jul 2016 < 1
Branding Iron Kennewick, WA Sep 2012 - Nov 2014 2
Bank Of America, N.a. Kennewick, WA Dec 2013 - Feb 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kennewick, WA Apr 2013 - Feb 2014 < 1
Morgan Stanley Kennewick, WA Apr 2010 - Apr 2013 3
Azteca Mexican Restaurant Kennewick, WA May 2008 - Aug 2011 3
Whitworth University Spokane, WA Aug 2007 - May 2008 < 1
Kennewick Parks And Recreation Kennewick, WA Jun 2004 - Aug 2007 3
Student Kennewick, WA Aug 2000 - Jun 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Monica L. Owens
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • KY
  • NM
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
89
Clean Record
This advisor has a clean track record with regulators.

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