Daniel Owens
Daniel Owens is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rome, GA, with 33 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2300 Jl Todd Dr Ne, Rome, GA, 30161
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a co-owner/member in numerous businesses, including accounting/tax services, land management, and rental properties, and spends about a quarter of his time on financial services through OFG Services, Inc. He also sells fixed insurance products, including life insurance and annuities, and dedicates minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Ofg Advisors LLC
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations20 states
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