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Hugh Owens

20 Years of Experience
Panama City, FL
1 DisclosureBrokerSells Insurance

Hugh Owens is a registered investment advisor at Cetera Investment Advisers LLC, based in Panama City, FL, with 20 years of industry experience. Hugh 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1045 Jenks Ave, Panama City, FL, 32401

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History

Regulatory History (1)
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Criminal
November 1988
Final Disposition
Other Business ActivitiesSells Insurance

Hugh is a financial advisor at Williams Financial Services and the owner/president of Mike Owens Financial Services Inc. He is also an independent insurance agent selling fixed insurance products, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs
Cetera Wealth Services, LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
February 2013 - June 2021 · 8 yrs 4 mos
Voya Financial Advisors, INC.Broker
February 2013 - June 2021 · 8 yrs 4 mos
Raymond James & Associates, INC.
March 2009 - February 2013 · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
February 2009 - February 2013 · 4 yrs
Citigroup Global Markets INC.
February 2006 - March 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
January 2006 - March 2009 · 3 yrs 2 mos
State Registrations20 states
ALARCACOCTFLGAKSLAMDMSNCNHNVNYPASCTNUTVA
AdvisorBrokerBoth

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
No exam information available for this advisor.