Lindsey Jane Owen
Investment adviser representative at Advisors Capital Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.2BFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Advisors Capital Management, LLCDec 2025 to now
- Strada GlobalAug 2024 to Nov 2025
- Vinny's Euro American BistroJul 2024 to Aug 2025
- 505 West Main LLCApr 2024 to Dec 2024
- Colorado Mountain CollegeJan 2024 to Jul 2024
- Self EmployedApr 2023 to Dec 2023
- Bank of America, N.A.Mar 2021 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to Mar 2023
- Charles Schwab & Co., Inc.Apr 2019 to Dec 2020
- Charles Schwab Bank SsbApr 2019 to Dec 2020
- Fidelity Brokerage Services LLCAug 2018 to Mar 2019
- Jackson National Life Distributors LLCMay 2014 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Advisors Capital Management, LLC
$12.2BAssets managed
18,140Clients
59Advisers
23 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
- 6343770
- Firm CRD
- 112266