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James Rollin Powers

DELEGATE ADVISORS, LLC·CHAPEL HILL, North Carolina
SIE, Series 6TO, Series 63Clean recordDELEGATE ADVISORS, LLC
101 GLEN LENNOX DRIVE, CHAPEL HILL, NC 27517-8834CRD# 6822195Firm CRD# 159953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Rollin Powers · CHAPEL HILL, NC
Registration
CRD #6822195 · DELEGATE ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DELEGATE ADVISORS, LLC
CRD 159953 · SEC 801-72996
AUM
$1.0B
Regulatory assets under management
Employees
13
940 client accounts
Services offered by DELEGATE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at DELEGATE ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does James Rollin Powers offer?
James Rollin Powers specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are James Rollin Powers's credentials?
James Rollin Powers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Rollin Powers located?
James Rollin Powers is based in CHAPEL HILL, North Carolina, working with DELEGATE ADVISORS, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does James Rollin Powers charge for services?
James Rollin Powers's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELEGATE ADVISORS, LLC?
DELEGATE ADVISORS, LLC has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DELEGATE ADVISORS, LLC

Andrew Dimmitt Hart
CHAPEL HILL, NC

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Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)HUNTERSVILLE (13)
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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