Clayton
Owen
The Burney Company
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About this Advisor
Clayton Owen is a financial advisor based in Athens, Georgia, working with The Burney Company. Clayton has previously held positions at Burney-Campbell Investments, LLC, AT&T, Inc, SAP Insider, ABI Research, Gartner, Machina Research, and ESCP Europe and University of South Carolina. Clayton has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Clayton is part of The Burney Company, which operates out of Athens, Georgia. The firm has 14 offices and 42 employees. The firm manages assets totaling $2.7 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 investment companies, and other services. The fee structure at The Burney Company includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Burney Company Brokerage Details
$2,680,712,693
42
4,284
$625,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Clayton Owen Work History
Burney -Campbell Investments, LLC
At&T, Inc
Sap Insider
Abi Research
Gartner
Machina Research
Escp Europe And University Of South Carolina
Disclosures
Please visit the SEC profile of Clayton Owen 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 The Burney Company
Reston, VA
Reston, VA
Carlisle, PA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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