AdvisorOS Directory
Claim Profile
Unclaimed Profile
PP

Patricia Ann Powell

THE POWELL FINANCIAL GROUP, INC.·MARTINSVILLE, New Jersey
Clean recordTHE POWELL FINANCIAL GROUP, INC.
792 CHIMNEY ROCK ROAD, MARTINSVILLE, NJ 08836CRD# 1314639Firm CRD# 123689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Ann Powell · MARTINSVILLE, NJ
Registration
CRD #1314639 · THE POWELL FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Ann Powell is a registered financial advisor based in MARTINSVILLE, New Jersey, affiliated with THE POWELL FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Patricia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patricia is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
THE POWELL FINANCIAL GROUP, INC.
THE POWELL FINANCIAL GROUP, INC.
AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE POWELL FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1314639
Firm CRD# 123689
View on FINRA BrokerCheck →

Looking for a financial advisor in MARTINSVILLE?

Browse all registered financial advisors in MARTINSVILLE, New Jersey or claim this profile if it's yours.

Browse MARTINSVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Patricia Ann Powell offer?
Patricia Ann Powell specializes in Financial Planning, Investment Management. Contact their office in MARTINSVILLE, New Jersey for a consultation.
What are Patricia Ann Powell's credentials?
Patricia Ann Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Powell located?
Patricia Ann Powell is based in MARTINSVILLE, New Jersey, working with THE POWELL FINANCIAL GROUP, INC.. Their office serves clients in the MARTINSVILLE metropolitan area and surrounding communities.
How does Patricia Ann Powell charge for services?
Patricia Ann 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 THE POWELL FINANCIAL GROUP, INC.?
THE POWELL FINANCIAL GROUP, INC. has approximately 5 employees and manages $133M in regulatory assets under management. 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 →

Other Advisors at THE POWELL FINANCIAL GROUP, INC.

Rosa Maria Cubeiro-Iglesias
MARTINSVILLE, NJ

More Advisors in MARTINSVILLE, New Jersey

Jeanette Lucas
CONDOR CAPITAL MANAGEMENT·MARTINSVILLE, NJ
Scott Michael Greenwald
BACKENDB.COM, LLC·MARTINSVILLE, NJ
Stephen David Tipping
CONDOR CAPITAL MANAGEMENT·MARTINSVILLE, NJ
Marc Schapiro
CONDOR CAPITAL MANAGEMENT·MARTINSVILLE, NJ
Michael Robert Walliser
CONDOR CAPITAL MANAGEMENT·MARTINSVILLE, NJ
Tanya Shivdat Walliser
CONDOR CAPITAL MANAGEMENT·MARTINSVILLE, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)SHORT HILLS (65)PARSIPPANY (61)CHATHAM (51)ENGLEWOOD (46)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile