David A. Owens
Professional summary
David Arthur Owens, who also goes by David A Owens, is a registered financial advisor currently at OWENS INVESTMENT ADVISORS LLC located in Mission Viejo, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Arthur Owens's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 11, 2018 - Present
OWENS INVESTMENT ADVISORS LLC
December 19, 2013 - February 7, 2019
CORNERSTONE WEALTH ADVISORS, INC.
January 10, 2011 - December 18, 2013
MSI FINANCIAL SERVICES, INC.
January 10, 2011 - December 18, 2013
MSI FINANCIAL SERVICES, INC.
March 13, 2008 - January 4, 2011
EDWARD JONES
February 11, 2008 - January 4, 2011
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/11/2018)
(12/6/2022)
Exams
Current Firm
OWENS INVESTMENT ADVISORS LLC
CRD#: 298900 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 143 |
| AUM (Assets Under Management) | $ 13,059,309 |
Red Flags
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