Robert
Owens
A.G.P. / Alliance Global Partners
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About this Advisor
Robert Owens is a financial advisor based in Boca Raton, Florida, working with A.G.P. / Alliance Global Partners. Robert has previously held positions at Axa Advisors, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, A.G.P. / Alliance Global Partners, Orei & Associates, Foresters Financial Services, Rv Owens & Associates, T-Jas, and National Agent Alliance. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Robert is part of A.G.P. / Alliance Global Partners, which operates out of Boca Raton, Florida. The firm has 15 offices and 283 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at A.G.P. / Alliance Global Partners includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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A.G.P. / Alliance Global Partners Brokerage Details
$1,320,572,086
283
5,220
$252,983
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert Owens Work History
A.G.P. / Alliance Global Partners
Rv Owens & Associates
T-Jas
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Foresters Financial Services
National Agent Alliance
Axa Advisors, LLC
Orei & Associates
Disclosures
Please visit the SEC profile of Robert Owens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at A.G.P / Alliance Global Partners
Holmdel, NJ
New York, NY
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
New York, NY
Boca Raton, FL
New York, NY
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