Erin Owen
Erin Owen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Jacksonville, FL, with 11 years of industry experience. Erin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Jacksonville, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2024Other Business Activities
Erin is an agent and owner/partner of a business entity since March 2023, dedicating about 10-20% of her time. She is also the president and owner/partner of Voyager Financial Solutions, LLC since May 2023, spending about a quarter of her time on this. Erin also works in food/beverage service as an employee at Chow Down Alley since August 2024, spending about 10-20% of her time there.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
New England SecuritiesBroker
State Registrations3 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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