Unclaimed Profile

Stephen Charles Owen

THE LONDON COMPANY OF VIRGINIA, LLC·RICHMOND, Virginia

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 24, Series 63, Series 65CFAClean record8 years registeredTHE LONDON COMPANY OF VIRGINIA, LLC

1800 BAYBERRY COURT, SUITE 301, RICHMOND, VA 23226CRD# 4598917Firm CRD# 106654

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Charles Owen · RICHMOND, VA

Registration

CRD #4598917 · THE LONDON COMPANY OF VIRGINIA, LLC · 8 years registered

Brand Profile

Not yet started

Career History

THE LONDON COMPANY OF VIRGINIA

Jan 2021 – present

TOUCHSTONE ADVISORS INC

Sep 2017 – May 2020

LAKEWOOD RANCH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · September 20, 2017

Years registered · 8

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE LONDON COMPANY OF VIRGINIA, LLC

CRD 106654 · SEC 801-46604

AUM

$15.6B

Regulatory assets under management

Employees

7,987 client accounts

Services offered by THE LONDON COMPANY OF VIRGINIA, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

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Introduction

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Frequently Asked Questions

What services does Stephen Charles Owen offer?

Stephen Charles Owen specializes in Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Stephen Charles Owen's credentials?

Stephen Charles Owen holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Charles Owen located?

Stephen Charles Owen is based in RICHMOND, Virginia, working with THE LONDON COMPANY OF VIRGINIA, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Stephen Charles Owen charge for services?

Stephen Charles Owen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE LONDON COMPANY OF VIRGINIA, LLC?

THE LONDON COMPANY OF VIRGINIA, LLC has approximately 53 employees and manages $15.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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