Frank Redding Owen

Current Employers

Employment History

• 10/1978 → Present
  Mutual Of New York
  Charlotte, NC
• 04/1992 → Present
  F.R. Owen & Associates
  Charlotte, NC
• 07/1993 → Present
  The Lincoln National Life Insurance Company
  Charlotte, NC
• 04/2004 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Other Businesses

LIFE INSURANCE AND ANNUITY SALES UNITED TAX PARTNERS POSITION: FACILITATOR OF FORMS NATURE: TAX PREPARATION SEASONAL PRIMARILY FROM LATE DECEMBER TO APRIL INVESTMENT RELATED: YES HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 08/30/2010 ADDRESS: 125 CHARLES ST, GLENBURN ME 04401 DESCRIPTION: WE PAY A SUBSCRIPTION FEE TO OPERATE A TAX PREPARATION BUSINESS. MY ROLE IS TO GATHER THE DATA FROM THE CLIENT AND SUBMIT TO UTP FOR THE PURPOSE OF PREPARING THEIR 1040 FORMS AND APPROPRIATE TAX SUPPORTING DOCUMENTS.. THE PROCESS IS COMPLIANT UNDER GRAHAM LEACH AND WAS ALSO APPROVED BY MY BROKER DEALER IN 2010 US RETIREMENT PARTNERS POSITION: PRESIDENT NATURE: FINANCIAL SERVICES PRIMARILY IN THE 403(B) NOT FOR PROFIT ARENA INVESTMENT RELATED: YES HOURS: 200 INVESTMENT RELATED HOURS: 200 START DATE: 06/04/2008 ADDRESS: 99 WOOD AVENUE SOUTH, SUITE 501, ISELIN NJ 08830 DESCRIPTION: IN 2008 I MERGED MY,BUSINESS INTO US RETIREMENT PARTNERS. I RECEVIED CASH AND STOCK IN THE NEW PARENT AND I AM PAID A MANAGEMENT CONTRACT, TO CONTIUE TO SERVE AND SOLICIT EXISTING AND NEW CLIENTS. MY DUTUES UNDER THIS UMBRELLA ARE THE SAME AS THEY WERE PRIOR TO THE MERGER. MY BROKER DEALER IS AWARE OF THE ARRANGMENT AND ALL COMPENSATION RECEIVED FROM MY BROKER DEALER IS ASSIGNED TO US RETIREMENT PARTNERS FIG MARKETING GROUP POSITION: BROKER NATURE: NON EQUITY INSURANCE PRODUCTS BROKERAGE INVESTMENT RELATED: YES HOURS: 80 INVESTMENT RELATED HOURS: 80 START DATE: 06/01/2010 ADDRESS: 19520 WEST CATAWBA AVE, SUITE 200 C, CORNELIUS NC 28031 DESCRIPTION: I AM A LICENSED BROKER TO SELL NON SECURITY PRODUCTS THRU THIS FIRM. IT IS A GROUP THAT WAS SELECTED BY MY PARENT COMPANY, US RETIREMENT PARTNERS.ALL COMMISSIONS RECEIVED ARE PAID TO THE FIRM AND NOT RECEIVED DIRECTLY BY ME. PRODUCTS INCLUDE, LIFE INSURANCE, LONG TERM CARE, ANNUITIES (FIXED AND INDEXED) F.R. OWNEN & ASSOCIATES,Is Investment Related,,Financial Services,Financial Professional,2004-04-01,120 hours per month,120 hours per month during trading hours,Commission Compensation,Securities DBA

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-07-21

Designations

Other Names

• Frank R Owen
• Frank R Owen
• Frank Redding Owen