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POWELL FINANCIAL, INC.
POWELL FINANCIAL, INC.
POWELL WEALTH
CORNELIUS, North Carolina
·
1 registered advisor
·
CRD# 144230
SEC# 801-88185
0
(704) 439-0027
01
Firm Overview
AUM
$180M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at POWELL FINANCIAL, INC.
1 registered advisor
David Lemal Powell
CORNELIUS, North Carolina
CRD# 2510305
05
Office Locations
CORNELIUS, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. POWELL FINANCIAL, INC. (CRD# 144230) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.