Robert Lee Owens
Professional Summary
Robert Lee Owens, who also goes by Robert L Owens, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 2010 - 2021. Robert had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert L Owens
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
BRITTISON FINANCIAL GROUP, INC. | WEALTH MANAGER AT ORGANIZE, PROTECT & GROW YOUR WEALTH LLC | WATCH TOWER WEALTH | TICE MCNINCH CAPITAL MANAGEMENT, INC. | RED OAK CAPITAL MANAGEMENT, INC. | RED OAK CAPITAL MANAGEMENT | ORGANIZE, PROTECT & GROW YOUR WEALTH LLC | ISLAND FINANCIAL ADVISORS | FIRST WEALTH ADVISORY, INC. | CARDINAL WEALTH PARTNERS
Contact Information
Main Address
1415 W 22nd Street Tower Floor, Oak Brook, IL 60523Phone Number
(630) 352-0051# of Employees
10Documents
Regulatory Assets Under Management
Total Number of Accounts
687AUM (Assets Under Management)
$85,012,321Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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