Christopher Owens, financial advisor Potomac MD
93 score

Christopher Owens

CRD Number: 5312759
Current Firm: Convergent Wealth Advisors, LLC

Christopher Owens (CRD# 5312759) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Convergent Wealth Advisors Rockville, MD May 2011 - Current 5
Wachovia Bank, N.a. Bethesda, MD Sep 2007 - May 2011 3
Wachovia Securities, LLC Bethesda, MD Sep 2007 - May 2011 3
Mml Investors Services Inc. Hunt Valley, MD May 2007 - Aug 2007 < 1
Mass Mutual - Thompson Financial Group Hunt Valley, MD Jan 2007 - Aug 2007 < 1
Wsfs Bank Rehoboth, DE Feb 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Christopher A. Owens
Phone Number: 301-770-6300
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    4,693
    MILLIONS
  • Total Number of Accounts
    2,961
    ACCOUNTS
  • Average Account Value
    $1,585,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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