Charles OwstonCRD Number: 3056859
Current Firm: American Financial Advisors Inc.
Charles Owston (CRD# 3056859) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|American Financial Advisors, Inc.||Orlando, FL||Aug 2014 - Current||3|
|Florida Capital Bank||Orlando, FL||Aug 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
|S63||Uniform Securities State Law Examination||Nov 1998|
Total Assets Under Management409MILLIONS
Total Number of Accounts1,100ACCOUNTS
Average Account Value$372,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OK, PA, TN, TX, VA, WA