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David Lemal Powell

POWELL FINANCIAL, INC.·CORNELIUS, North Carolina
Clean recordPOWELL FINANCIAL, INC.
17818 STATESVILLE RD, CORNELIUS, NC 28031CRD# 2510305Firm CRD# 144230

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lemal Powell · CORNELIUS, NC
Registration
CRD #2510305 · POWELL FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Lemal Powell is a registered financial advisor based in CORNELIUS, North Carolina, affiliated with POWELL FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
POWELL FINANCIAL, INC.
POWELL WEALTH
AUM
$180M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at POWELL FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2510305
Firm CRD# 144230
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Lemal Powell offer?
David Lemal Powell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORNELIUS, North Carolina for a consultation.
What are David Lemal Powell's credentials?
David Lemal Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lemal Powell located?
David Lemal Powell is based in CORNELIUS, North Carolina, working with POWELL FINANCIAL, INC.. Their office serves clients in the CORNELIUS metropolitan area and surrounding communities.
How does David Lemal Powell charge for services?
David Lemal 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 POWELL FINANCIAL, INC.?
POWELL FINANCIAL, INC. has approximately 3 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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