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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Owens is a financial advisor with Cambridge Investment Research Advisors, Inc. Timothy has been in the financial services industry since 1988 and currently serves clients in Georgia and Texas. Timothy has experience in investment management, financial planning, and portfolio management for individuals and businesses. Timothy holds Series 6, 7, and 66 securities licenses and has a Bachelor of Arts degree in Finance. Timothy Owens is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
GA
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Cumming GA)
GA
08/20/2003 - 10/09/2019
FSC SECURITIES CORPORATION (CUMMING GA)
FL
04/05/2002 - 09/10/2003
INVESTACORP, INC. (MIAMI FL)
GA
08/19/2003 - 08/20/2003
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
08/24/2001 - 03/19/2002
DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)
MO
10/01/2000 - 08/22/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/04/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/05/1998 - 09/02/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
03/01/1996 - 02/06/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/13/1992 - 03/01/1996
G. R. PHELPS & CO., INC.
VA
02/27/1991 - 11/15/1991
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NA
03/01/1990 - 12/31/1990
HOME LIFE INSURANCE COMPANY
CT
03/01/1990 - 12/31/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
06/22/1987 - 02/27/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/22/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BOTH
Issued 12/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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