DP
David Powell
from Powell Wealth
David Powell is a financial advisor based in North Carolina, Cornelius,
with 30 years of experience. David currently works for
Powell Wealth.
David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Powell works at Powell Wealth
Powell Wealth is a financial advisory firm based in Cornelius, North Carolina. It currently has approximately $180,352,212 of assets under management and employs about 3 people. Powell Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
17818 Statesville Rd, Suite 221, Cornelius, North Carolina, 28031
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