Terry OwensCRD Number: 1817623
Current Firm: Lincoln Financial Securities Corporation
Terry Owens (CRD# 1817623) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Southern Pines, NC and has over 29 years of experience in the finance industry.
Stalwart Financial Planning
Ameriprise Financial Services, Inc.
Emerald Investment Partners, LLC
|Lincoln Financial Securities Corporation||Southern Pines, NC||Dec 2017 - Current||< 1|
|Owens & Associates||Southern Pines, NC||Mar 1999 - Current||19|
|Terry L Owens||Southern Pines, NC||May 1988 - Current||29|
|Lpl Financial LLC||Southern Pines, NC||Dec 2017 - Dec 2017||< 1|
|Founders Financial Alliance, LLC||Southern Pines, NC||Dec 2017 - Dec 2017||< 1|
|Lincoln Financial Securities Corporation||Southern Pines, NC||Jul 2008 - Dec 2017||9|
|Jefferson Pilot Securities Corporation||Concord, NH||Sep 2001 - Jul 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management2,112MILLIONS
Total Number of Accounts10,823ACCOUNTS
Average Account Value$195,168
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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