Amy Owens (CRD# 1223854) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Atlanta, GA and has over 28 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, IA | Aug 2015 - Current | 8 |
| Cetera Investment Services LLC | Saint Cloud, MN | Aug 2015 - Current | 8 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Aug 2015 - Current | 8 |
| Cetera Advisors LLC | Denver, CO | Aug 2015 - Current | 8 |
| First Allied Securities, Inc. | San Diego, CA | Jan 2016 - Sep 2022 | 6 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Jan 2016 - Dec 2019 | 3 |
| Girard Securities, Inc. | San Diego, CA | Jan 2016 - Nov 2017 | 1 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Jan 2016 - Dec 2016 | < 1 |
| Investors Capital Corp. | Lynnfield, MA | Jan 2016 - Nov 2016 | < 1 |
| Vsr Financial Services, Inc. | Overland Park, KS | Jan 2016 - Nov 2016 | < 1 |
| Unemployed | Treynor, IA | Feb 2015 - Aug 2015 | < 1 |
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Aug 1978 - Feb 2015 | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- IA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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