Anthony Raymond Owings

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → Present
  Raymond James Financial Services, Inc
  Rocklin, CA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Rocklin, CA
• 04/2016 → 12/2016
  Boomerang Business Solutions
  Roseville, CA
• 12/2017 → 06/2019
  Legato Financial
  Roseville, CA

Other Businesses

((1)Name of Business: Legato Financial Address: 5701 Lonetree Blvd. Ste. 314, Rocklin, CA, 95765, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/14/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2)Name of Business: Legato Financial Divorce Planning Address: 4240 Rocklin Rd Ste 6, Rocklin, CA, 95677, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 05/30/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Skibowl Condo Short-term Rental Address: 1905 San Esteban Circle, Roseville, CA, 95747, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner of a vacation condo at the Tahoe Donner Ski Slope in Truckee Ca. (4)Name of Business: Visit Tahoe Truckee Address: 1905 San Esteban Circle, Roseville, CA, 95747, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board, Officer - Secretary Investment Related: No Start Date: 08/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Visit Truckee-Tahoe Board Director is a three year term, I will help guide strategy, vote on budgets and key decisions, and represent the lodging community. I volunteer my time, join committees, attend meetings and events, evaluate leadership, and support sustainable tourism that benefits both the economy and the local environment. This is related to my outside business activity of running a short term rental in the Truckee Tahoe region, I will be representing the voice of the STR owners.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-06-17

Designations

• Certified Financial Planner

Other Names

• Tony Owings