Brian Owen (CRD# 7438903) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 2 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Team Financial Group, Llc Dba Team Wealth & Tax Advisors | Temecula, CA | Sep 2021 - Current | 2 |
Team Financial Group, Llc Dba Team Financial & Insurance Service | Temecula, CA | Sep 2021 - Current | 2 |
Client Sense Computing | Murrieta, CA | Mar 2012 - Current | 12 |
Calvary Chapel Of Costa Mesa | Costa Mesa, CA | Oct 2000 - Nov 2020 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CA
- TX
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts625ACCOUNTS
-
Average Account Value$235,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, FL, ID, TX
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