Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gaillard Owen is an investment advisor representative with Davenport & Co. LLC in Richmond, Virginia. Richard has been in the financial services industry since 1983. Richard has a wide range of experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Richard holds the Series 7, Series 6, Series 22, Series 24, Series 63, and Series 66 licenses. He is also a Certified Financial Planner.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
09/07/2007 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
01/02/1991 - 09/10/2007
A. G. EDWARDS & SONS, INC. (RICHMOND VA)
NA
03/08/1990 - 01/03/1991
FINANCIAL CORPORATION OF VIRGINIA
VA
10/19/1983 - 02/27/1990
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
BOTH
Issued 07/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Richard Owen is the right advisor for you? Invested Better is here to help.
