Oliver Owens
Oliver Owens is a registered investment advisor at UBS Financial Services INC., based in Plymouth, MI, with 41 years of industry experience. Oliver is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
730 Penniman Avenue, Plymouth, MI, 48170
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2021Other Business Activities
Oliver is involved with Owens Land Company, a real estate partnership, since 1998, where he maintains property and takes care of a family cottage. He is a member of the board of directors but does not have authority to make investment decisions.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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