Unclaimed Profile

Deborah A Powell

APRIO WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 51, Series 66Clean record23 years registeredAPRIO WEALTH MANAGEMENT, LLC

5 CONCOURSE PARKWAY, ATLANTA, GA 30328CRD# 4024776Firm CRD# 127333

Profile Verification

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

Identity

Deborah A Powell · ATLANTA, GA

Registration

CRD #4024776 · APRIO WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC

Nov 2014 – Nov 2019

ATLANTA, GA

GV FINANCIAL ADVISORS, INC.

Apr 2003 – Sep 2014

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 66

Registration record

First registered · April 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APRIO WEALTH MANAGEMENT, LLC

CRD 127333 · SEC 801-63326

AUM

$1.8B

Regulatory assets under management

Employees

2,121 client accounts

Services offered by APRIO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at APRIO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Deborah A Powell offer?

Deborah A Powell specializes in Financial Planning, Investment Management.

What are Deborah A Powell's credentials?

Deborah A Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah A Powell located?

Deborah A Powell is based in ATLANTA, Georgia, last registered with APRIO WEALTH MANAGEMENT, LLC.

How does Deborah A Powell charge for services?

Deborah A 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 APRIO WEALTH MANAGEMENT, LLC?

APRIO WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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