Dalton Owens, financial advisor Mobile AL

Dalton Owens

CRD Number: 6822824
Current Firm: N.d. Pitman & Company, Inc.

Dalton Owens (CRD# 6822824) is an Investment Advisor Representative working at N.d. Pitman & Company, Inc. in Mobile, AL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
N.d. Pitman & Company, Inc. Mobile, AL Mar 2017 - Current 3
Full-time Education Mobile, AL Apr 2015 - Mar 2017 1
United Bank Bay Minette, AL May 2014 - Apr 2015 < 1
Part-time Education Mobile, AL Jan 2014 - May 2014 < 1
Chick-fil-a Spanish Fort, AL May 2011 - Jan 2014 2
Unemployed Spanish Fort, AL Jun 2007 - May 2011 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Dalton K. Owens
Phone Number: 251.345.7748
Registered State(s):
  • AL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States


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