Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garvis? Claim Your ProfileGarvis Kelby Owens is a financial advisor at IPI Wealth Management, Inc. Garvis has been in the industry since 2016 and has a Series 63, Series 65, Series 6TO and SIE. Garvis specializes in providing financial planning, educational seminars and selection of other advisors, as well as portfolio management for businesses and individuals.
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.
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.
1
2
IL
04/01/2020 - Present
IPI Wealth Management, Inc. (DECATUR IL)
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Garvis Owens is the right advisor for you? Invested Better is here to help.
