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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon John Owen is a financial advisor with over 20 years of experience in the financial services industry. Simon is a Certified Financial Planner™ and a Chartered Financial Consultant. Simon is currently registered with Lion Street Advisors, LLC as a Registered Representative and Investment Advisor Representative. Simon is also registered with the state of California and Texas as a Registered Representative and Investment Advisor Representative. Simon provides financial planning, portfolio management, and selection of other advisors to individuals and businesses. Simon has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
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.
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2
TX
05/04/2020 - Present
Lion Street Advisors, LLC (AUSTIN TX)
CA
01/21/2016 - 05/07/2020
INVESTACORP, INC. (GLENDALE CA)
CA
06/21/2012 - 12/31/2015
NFP ADVISOR SERVICES, LLC (Glendale CA)
CA
10/11/2002 - 04/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
IA
Issued 10/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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