Anthony Owings (CRD# 2472497) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 29 years of experience in the finance industry. Anthony Owings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legato Financial | Rocklin, CA | Apr 2016 - Current | 8 |
| Raymond James Financial Services Advisors, Inc. | Rocklin, CA | Jan 2009 - Current | 15 |
| Non-variable Insurance | Roseville, CA | Jun 2005 - Current | 18 |
| Legato Financial | Rocklin, CA | Jun 2005 - Current | 18 |
| Raymond James Financial Services, Inc. | Rocklin, CA | Jul 2001 - Current | 22 |
| Legato Financial | Roseville, CA | Dec 2017 - Jun 2019 | 1 |
| Boomerang Business Solutions | Roseville, CA | Apr 2016 - Dec 2016 | < 1 |
| Beacon Wealth Strategies | Roseville, CA | Jun 2005 - Mar 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
- CA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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