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Owen O. Ashbrook

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CRD#: 8037
OA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Owen Orval Ashbrook was a registered financial professional .

Owen is a previously registered financial professional and started their career in finance in 1972. Owen had worked at 3 firms and has passed the Series 65 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 28, 2007 - December 31, 2015

PSA FINANCIAL ADVISORS INC

RIA
CRD#: 110802
HUNT VALLEY, MD
Past

February 1, 1983 - December 31, 1990

CONSECO FINANCIAL SERVICES, INC.

BD
CRD#: 629
Past

February 25, 1972 - December 29, 1982

HARLEYSVILLE SECURITIES CORPORATION

BD
CRD#: 2136

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/27/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 1
Date: 2/18/1972
Registered Representative Examination

Current Firm


PF
PSA FINANCIAL ADVISORS INC
PSA CAPITAL MANAGEMENT,INC. | PSA FINANCIAL ADVISORS INC

CRD#: 110802 / SEC#: 801-56821

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Contact information


Main Address
11311 Mccormick Road, Suite 500, Hunt Valley, MD 21031-8622
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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.

Company Information


PSA FINANCIAL ADVISORS INC

CRD#: 110802

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