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Seth O

Series 66

Prospect, KY

D.A. Davidson & Co.

Seth Owen is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Private Client Services, J.J.B. Hilliard, W.L. Lyons, PNC Wealth Management, and Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a specialized Private Wealth program, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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