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 17 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|American Financial Advisors, Inc.||Orlando, FL||Aug 2014 - Current||2|
|Florida Capital Bank||Orlando, FL||Aug 2005 - Current||11|
|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