Corey
Owen
Kingsview Wealth Management, LLC
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About this Advisor
Corey Owen is a financial advisor based in Seattle, Washington, working with Kingsview Wealth Management, LLC. Corey has previously held positions at J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Kingsview Wealth Management. Corey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Washington. Currently, Corey is part of Kingsview Wealth Management, LLC, which operates out of Seattle, Washington. The firm has 46 offices and 190 employees. The firm manages assets totaling $4.8 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, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$4,845,686,420
190
18,332
$264,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Corey Owen Work History
Kingsview Wealth Management
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Corey 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 Kingsview Wealth Management, LLC
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Myrtle Beach, SC
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Raleigh, NC
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Chicago, IL
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