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Robert Vernon Owens

Investment adviser representative at A.G.P / Alliance Global Partners
22 yearsExperience
2 statesRegistered in
$2.9BFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. A.G.P. / Alliance Global PartnersJun 2021 to now
  2. Rv Owens & AssociatesJul 2006 to now
  3. T-jasSep 2004 to now
  4. Foresters Financial ServicesNov 2017 to Aug 2018
  5. National Agent AllianceMay 2017 to Jun 2021
  6. Wells Fargo Clearing Services, LLCFeb 2017 to Nov 2017
  7. Wells Fargo Bank NAJan 2017 to Nov 2017
  8. Orei & AssociatesJan 2008 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

A.G.P / Alliance Global Partners

Legal name: A.G.P. / Alliance Global Partners, LLC

$2.9BAssets managed
7,490Clients
130Advisers
17 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
4189003
Firm CRD
8361
Advisor's SEC record (opens in a new tab)
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