William Owens
William Owens is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntington Woods, MI, 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
26711 Woodward Avenue, Suite 210, Huntington Woods, MI, 48070
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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.
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William is a Branch Manager/Financial Advisor at Owens Wealth Management, LLC since 2017. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
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