Owen Rahman (CRD# 5292828) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newtown, PA and has over 16 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Pennington, NJ | May 2011 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Apr 2011 - Current | 13 |
| Philadelphia Youth Advocacy Program | Philadelphia, PA | Nov 2009 - Current | 14 |
| Brainiac | Philadelphia, PA | Feb 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- NJ
- PA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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