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Marshall Scott Owens

Charles Schwab & CO., Inc.

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About Marshall Scott Owens

Marshall Scott Owens is a registered representative with Charles Schwab & CO., Inc., where he has been employed since May 2014. Marshall holds the Series 7, Series 63 and Series 66 securities licenses and has been actively registered in the securities industry since December 2012. He is also registered with the state of Texas as an investment advisor representative. Marshall’s prior registration with Charles Schwab & CO., Inc., ended on March 31, 2014. Marshall has been providing financial services and advice for over 10 years. He is an expert in providing financial planning services and has a proven track record of success in helping clients achieve their financial goals. Marshall is dedicated to providing his clients with personalized financial advice and guidance to meet their individual needs.

Firm Information

Marshall Owens is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Marshall Owens’s Registration & Firm History

TX

02/05/2021 - Present

Charles Schwab & CO., Inc. (Austin TX)

TX

12/18/2012 - 03/31/2014

CHARLES SCHWAB & CO., INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 08/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Marshall Scott Owens. Review regulatory record here.
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