Anthony Owings
Anthony Owings is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rocklin, CA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5701 Lonetree Blvd, Ste 214, Rocklin, CA, 95677
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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
Anthony is an agent at Legato Financial since 2005, and also works as a Certified Divorce Financial Analyst since 2018, dedicating about 10-20% of his time to this. He also owns a short-term rental condo, and a support company, each requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
A. G. Edwards & Sons, INC.Broker
State Registrations17 states
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