Omunique Owens
Investment adviser representative at LPL Financial LLC
10 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Abnb Federal Credit UnionApr 2024 to now
- Cuso Financial Services, LPApr 2024 to May 2025
- Fidelity InvestmentsJan 2024 to Apr 2024
- First Command Advisory ServicesJun 2023 to Jan 2024
- First Command Insurance ServicesJun 2023 to Jan 2024
- First Command Brokerage ServicesMar 2022 to Jan 2024
- Natural Bodyz FitnessAug 2021 to May 2022
- Hudson NewsJul 2021 to Aug 2021
- UnemployedMay 2021 to Jul 2021
- Old Dominion UniversityNov 2020 to May 2021
- Diamond Resorts InternationalOct 2020 to Nov 2020
- Regent UniversitySep 2019 to Sep 2020
- UnemployedMay 2019 to Sep 2019
- Christian Theological SeminaryAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, VA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7513630
- Firm CRD
- 6413