Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Edwards is a financial advisor with Royal Fund Management, LLC. Owen has been in the industry since 1996. Owen Edwards has passed the Series 7 and Series 63 examinations, as well as the Uniform Investment Adviser Law Examination. Owen has been registered with the state of Pennsylvania since 2015 and the state of Texas since 2020. Owen has been a Financial Advisor with Edwards Investments, LLC since 2004. Owen primarily provides financial advice to high net worth individuals and corporations, but also serves a wide range of clients. Owen Edwards' expertise lies in financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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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FL
11/13/2020 - Present
Royal Fund Management, LLC (LADY LAKE FL)
NE
07/10/2002 - 04/27/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
03/14/2001 - 11/01/2001
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MO
12/19/2000 - 03/12/2001
EDWARD JONES (ST. LOUIS MO)
MO
07/27/1999 - 12/01/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
10/28/1997 - 11/16/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
09/12/1996 - 10/31/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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