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Julian Phillip Owens

Transamerica Financial Advisors, Inc.

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About Julian Phillip Owens

Julian Phillip Owens has been an active financial advisor for over 30 years. Julian started their career in 1987 with Khan, Edwards & Company, and has worked with several other firms including Franklin Financial Services Corporation, WMA Securities, Inc., United Securities Alliance, Inc., and ProEquities, Inc. Julian is currently affiliated with Transamerica Financial Advisors, Inc. and is registered to provide advisory services in Indiana, North Carolina, and Ohio. Julian is a Series 6, 26, 63 and 65 licensed advisor, and holds the SIE designation.

Firm Information

Julian Owens is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julian Owens’s Registration & Firm History

OH

10/10/2014 - Present

Transamerica Financial Advisors, Inc. (CINCINNATI OH)

IN

04/02/2007 - 01/06/2012

WORLD GROUP SECURITIES, INC. (INDIANAPOLIS IN)

AL

08/25/2004 - 12/31/2005

PROEQUITIES, INC. (BIRMINGHAM AL)

CO

01/09/2002 - 08/27/2004

UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)

GA

11/11/1999 - 12/11/2001

WMA SECURITIES, INC. (DULUTH GA)

TX

04/03/1992 - 08/27/1999

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

NY

11/27/1987 - 10/29/1991

KHAN, EDWARDS & COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/30/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julian Phillip Owens.
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