Mitchell Owen (CRD# 3237701) is an Investment Advisor Representative working at Cornerstone Planning Group in Wyncote, PA and has over 24 years of experience in the finance industry. Mitchell Owen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Planning Group, LLC | Fairfield, NJ | Jul 2020 - Current | 3 |
| Owen Wealth & Retirement Strategies | Wyncote, PA | Mar 2011 - Current | 13 |
| New York Life Ins Co | Bala Cynwyd, PA | May 1999 - Jul 2020 | 21 |
| Nylife Securities Inc. | Bala Cynwyd, PA | May 1999 - Jul 2020 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
- TX
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Total Assets Under Management523MILLIONS
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Total Number of Accounts2,367ACCOUNTS
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Average Account Value$221,086
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, FL, GA, MA, NC, NH, NJ, NY, PA, TX
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