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Christopher Todd Owens

Investment adviser representative at Forefront
23 yearsExperience
1 stateRegistered in
$239.8MFirm assets
2 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 assetsFixed or flat feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

23 years in the industry.

  1. ForefrontMay 2024 to now
  2. Forefront Wealth Partners, LLCMay 2024 to now
  3. Owens Cpa & AssociatesFeb 2003 to now
  4. Pruco Securities, LLC.Mar 2016 to May 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (VA).

Forefront

Legal name: Forefront Wealth Partners, LLC

$239.8MAssets managed
572Clients
27Advisers
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
5395749
Firm CRD
308521
Advisor's SEC record (opens in a new tab)
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