Lisa OwenCRD Number: 5306206
Current Firm: Edward Jones
Lisa Owen (CRD# 5306206) is an Investment Advisor Representative working at Edward Jones in Spokane, WA and has over 3 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Edward Jones||St Louis, MO||Dec 2013 - Current||3|
|Drynan Strategic Financial Solutions||Spokane, WA||Feb 2007 - Nov 2013||6|
|Plese Realty||Spokane, WA||Feb 2006 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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