Claim Profile
WP

Wendy Gay Powell

BONUCCELLI DAVID L & ASSOCIATES INC·SACRAMENTO, California
Unclaimed Profile
701 UNIVERSITY AVE, SUITE 210, SACRAMENTO, CA 95825CRD# 4349848Firm CRD# 106441
01

About

Wendy Gay Powell is a registered financial advisor based in SACRAMENTO, California, affiliated with BONUCCELLI DAVID L & ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DAVID L. BONUCCELLI & ASSOCIATES, INC.
DAVID L. BONUCCELLI & ASSOCIATES, INC.
AUM
Regulatory assets under management
Employees
4
Total firm employees
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4349848
Firm CRD# 106441
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SACRAMENTO?

Browse all registered financial advisors in SACRAMENTO, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Wendy Gay Powell offer?
Wendy Gay Powell is a registered financial advisor in SACRAMENTO, California. Contact their office for details on services offered.
What are Wendy Gay Powell's credentials?
Wendy Gay Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Gay Powell located?
Wendy Gay Powell is based in SACRAMENTO, California, working with BONUCCELLI DAVID L & ASSOCIATES INC. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Wendy Gay Powell charge for services?
Wendy Gay Powell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BONUCCELLI DAVID L & ASSOCIATES INC?
BONUCCELLI DAVID L & ASSOCIATES INC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty