Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you G. bradley? Claim Your ProfileG. bradley Owen is a financial advisor with over 20 years of experience in the financial services industry. G. bradley Owen is currently registered with EP Wealth Advisors and is licensed to provide investment advisory services in California and Texas. Prior to joining EP Wealth Advisors, G. bradley Owen worked for Cambridge Investment Research, Inc. and SEI Investments Distribution Co. G. bradley Owen is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. G. bradley Owen specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. G. bradley Owen also offers educational seminars and tax preparation services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/06/2018 - Present
EP Wealth Advisors (San Diego CA)
CA
03/30/2007 - 12/31/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN DIEGO CA)
CA
05/26/2006 - 04/02/2007
SEI INVESTMENTS DISTRIBUTION CO. (SAN DIEGO CA)
PA
02/16/2000 - 05/12/2006
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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