Amy Owens, financial advisor Treynor IA
93 score

Amy Owens

CRD 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.

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Company Name Location Dates Years
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 1
Cetera Advisor Networks LLC El Segundo, IA Aug 2015 - Current 1
Cetera Financial Specialists LLC Schaumburg, IL Aug 2015 - Current 1
Cetera Advisors LLC Denver, CO Aug 2015 - Current 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
Contact Info for Amy J. Owens
Phone Number: 310-326-3100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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