Terry Owens, financial advisor Southern Pines NC
93 score

Terry Owens

CRD 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 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Southern Pines, NC Jul 2008 - Current 8
Owens & Associates Southern Pines, NC Mar 1999 - Current 17
Terry L Owens Southern Pines, NC May 1988 - Current 28
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
Contact Info for Terry L. Owens
Phone Number: 800-258-3648
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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

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