Monica OwensCRD 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.
D.a. Davidson & Company
Valic Financial Advisors, Inc.
|Kennewick School Marketing Committee||Kennewick, WA||Sep 2014 - Current||2|
|Kennewick High School||Kennewick, WA||Mar 2014 - Current||3|
|Waddell & Reed, Inc.||Kennewick, WA||Feb 2014 - Current||3|
|Various Insurance Carriers For W & R Insurance Agencies||Kennewick, WA||Feb 2014 - Current||3|
|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|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- 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, 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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