Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wes? Claim Your ProfileWes Owens is an investment advisor representative with LPL Financial LLC. Wes has been working in the financial services industry since 1998. Wes is registered in 12 states and has passed the Series 66, Series 7 and SIE exams. Wes has worked with Edward Jones previously. Wes has a farm in Dodge City, KS. LPL Financial LLC is an independent broker-dealer. The firm has been in business for 20 years, has over 27,000 registered representatives, and has over $50 billion in assets under management. LPL Financial LLC provides various advisory services including portfolio management, financial planning, and pension consulting.
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.
Consulting and other non-discretionary advisory services
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.
1
2
KS
08/19/2024 - Present
LPL Financial LLC (DODGE CITY KS)
KS
04/25/2003 - 07/25/2024
EDWARD JONES (DODGE CITY KS)
KS
04/01/1998 - 05/02/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 02/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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