Devoda
Owens
Linscomb & Williams
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About this Advisor
Devoda Owens is a certified financial planner who works out of Houston, Texas who has 1 year of relevant experience. Owens is on the advisory team at Linscomb & Williams. During their career, Owens has held roles at Robert W. Baird, U.S. Census Bureau, University Of Houston, Morgan Stanley, U.S. Army, Tapfin/Ey and Linscomb & Williams. Owens maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Linscomb & Williams is a financial advisory business that has its headquarters in Houston, TX. The company has offices in five locations and a total of 52 financial advisors. It administers $4 billion in assets under management across its 5,402 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to eight charities and foundations. Of its 5,402 accounts, 54% belong to high-net-worth investors who have more than $1 million in investable assets. Linscomb & Williams has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors typically depend on the services. However, fees billed by Linscomb & Williams may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Linscomb & Williams Brokerage Details
$4,256,695,235
52
5,402
$787,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Devoda Owens Work History
Devoda has been registered as a financial advisor for 1 years.*
Linscomb & Williams
Tapfin/Ey
Robert W. Baird
U.S. Census Bureau
U.S. Census Bureau
University Of Houston
Morgan Stanley
University Of Houston
U.S. Army
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Devoda 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 Linscomb & Williams
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Spring, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
