Financial Advisors

Raleigh R. White V - Century Securities Investment Advisor - 401k RolloversRALEIGH R. WHITE V

Independent Financial Consultant

I founded RWV Financial in 2014 shortly after leaving my position at Dell.  As an Independent Financial Consultant, I am not required to sell proprietary products and, thus, not subject to any product-specific quotas.  My clients can always count on unbiased advice and 24/7 access to me.

I typically assist clients who are in the asset accumulation phase of their careers because I identify with their specific challenges. I am also comfortable working with those in the distribution phase of their lives who are in need of sound investment advice.  During the past few years, I've also had the opportunity to work with small business owners and their respective employees on their retirement plans.  This has been a very rewarding experience for me and my clients.  My approach to investment planning with small businesses focuses on the following:

  • Helping business owners with risk management and fiduciary responsibility
  • Maximizing the savings potential for owners and employees through thoughtful plan design
  • Having a complete understanding of all the costs associated with a plan by providing a breakdown of all fees and charges
  • Saving management time by shopping the market for the most suitable plan providers
  • Holding annual educational meetings with employees to ensure they are aware of investment options available to them and how they can best manage their savings

In addition to earning a B.A. degree from SMU and an M.B.A. from Texas A&M, I currently hold Series 7, 66, and Life, Accident and Health Insurance licenses.  I also recently earned the Accredited Investment Fiduciary® (AIF®) certification, a unique designation that enables me to serve small business clients deeper and more thoroughly.

 

FRANK K. FULLER

Independent Financial Consultant

Frank K. Fuller - Century Securities Investment Advisor

Frank has been advising clients for over 20 years. He started his career with Dean Witter, where he spent several months on Wall Street learning the business. He then spent 10 years with Morgan Stanley, where he furthered his knowledge of the industry by completing extensive course work on asset allocation, strategic wealth building, lump-sum distribution-retirement planning strategies, 401(k) and other retirement plans, and estate planning strategies.

Frank has been with Century Securities for the past 10 years. He holds a bachelor's degree in Business Administration from the University of Houston. Frank currently holds his Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.

In his down time, Frank has been active in the community serving a term as a board member of the CAC of Central Texas, is currently on the board of directors for the Men's Golf Association, and has held offices as President and Vice President, while sitting on the Membership committee at his Country Club.

 

CRAIG A. OWEN

 

Independent Financial ConsultantCraig has been advising clients for over 40 years.  He started his career with Merrill, Lynch, Pierce, Fenner, & Smith, during which time he became a Registered Options Principal (ROP).  He then spent 16 years as a Senior Portfolio Manager with Smith Barney & Company.  Craig joined Century Securities Associates, Inc., the independent side of Stifel Financial Corp., in 2005. 

After graduating from Texas A&M University with a Bachelor of Arts degree in Business/Finance, Craig joined the United States Marine Corp to complete his military requirement.  Upon his return from active duty, Craig obtained his MBA with a specialization in Finance/Economics from the University of Texas.  

Craig holds the Series 7 securities license, Series 66 securities license, and state insurance license; including life, health, and variable annuities.  Over the years, Craig has been active in numerous civic and volunteer organizations.  He is still active in the church, where he is a former elder.