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Thomas Darcy Owens

Burton Enright Welch

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About Thomas Darcy Owens

Thomas Darcy Owens is an Investment Advisor Representative at Burton Enright Welch in Walnut Creek, CA. Thomas is a Series 65 licensed investment advisor representative in California. Thomas is a financial professional with a strong background in marketing and sales, and a passion for helping individuals and families achieve their financial goals. Thomas has worked in the financial services industry since 2013, and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Thomas is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future. Thomas specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Thomas Owens is currently registered with Burton Enright Welch. Burton Enright Welch is an investment advisor registered with the SEC and located in Walnut Creek, CA. The firm manages approximately $1.25 billion in assets for high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services.
Burton Enright Welch

1850 MT. DIABLO BOULEVARD

WALNUT CREEK, CA 94596

$1.25B

Assets Under Management

3

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

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

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percentage of assets

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

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Thomas Owens’s Registration & Firm History

CA

04/03/2024 - Present

Burton Enright Welch (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 08/27/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Darcy Owens.
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