Samantha Sloan Owens
Investment adviser representative at 49 Financial
9 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- 49 FinancialAug 2020 to now
- Purshe Kaplan Sterling InvestmentsNov 2020 to Jan 2024
- UnemployedAug 2020 to Nov 2020
- Brookhill RanchMay 2020 to Aug 2020
- Third Coast EventsAug 2019 to May 2020
- Goin 2 Be HealtyAug 2018 to Aug 2019
- SonicAug 2017 to Aug 2018
- StudentAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7313854
- Firm CRD
- 319484