Marshall Scott Owens, CFP®

VP - Financial Consultant

+1 512-684-3598

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate, Financial Consultant, Charles Schwab, 2017-2018
  • eServices Specialist, Charles Schwab, 2015-2017
  • High-Net-Worth Trading Specialist, Charles Schwab, 2014-2016
  • Brokerage Service Representative, Charles Schwab, 2012-2014

Education

  • B.S. Personal Financial Planning, Texas Tech University

Personal interests and affiliations

  • South Bay Surf Club
  • Texas Tech Alumni Association - Orange County

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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