Amy OwensCRD Number: 1223854
Current Firm: Cetera Advisor Networks LLC
Amy Owens (CRD# 1223854) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Treynor, IA and has over 21 years of experience in the finance industry.
Securities America Advisors, Inc.
America First Investment Advisors LLC
|Legend Equities Corporation||Palm Beach Gardens, FL||Jan 2016 - Current||1|
|Girard Securities, Inc.||San Diego, CA||Jan 2016 - Current||1|
|Investors Capital Corp.||Lynnfield, MA||Jan 2016 - Current||1|
|First Allied Securities, Inc.||San Diego, CA||Jan 2016 - Current||1|
|Summit Brokerage Services, Inc.||Boca Raton, FL||Jan 2016 - Current||1|
|Vsr Financial Services, Inc.||Overland Park, KS||Jan 2016 - Current||1|
|Cetera Investment Services LLC||Saint Cloud, MN||Aug 2015 - Current||2|
|Cetera Advisor Networks LLC||El Segundo, IA||Aug 2015 - Current||2|
|Cetera Financial Specialists LLC||Schaumburg, IL||Aug 2015 - Current||2|
|Cetera Advisors LLC||Denver, CO||Aug 2015 - Current||2|
|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|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- 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
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