Geoffrey Henry Owen
Investment adviser representative at Front Porch Financial Advisory
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$181.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Front Porch Financial AdvisoryNov 2020 to now
- Greerwalker Wealth Management LLCSep 2016 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
Front Porch Financial Advisory
Legal name: Fpf Fa L.L.C.
$181.3MAssets managed
132Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2573385
- Firm CRD
- 311329