Brett Power (CRD# 5439950) is an Investment Advisor Representative working at Power Wealth Management in Alpharetta, GA and has over 16 years of experience in the finance industry. Brett Power has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Power Wealth Management | Roswell, GA | May 2021 - Current | 2 |
| The Money Advisor Group, LLC | Columbus, GA | Jun 2020 - Current | 3 |
| Powerful Planning Partners, Llc Dba Power Wealth Management | Roswell, GA | Feb 2020 - Current | 4 |
| Kestra Advisory Services, LLC | Johns Creek, GA | May 2018 - Jun 2020 | 2 |
| Kestra Investment Services, LLC | Johns Creek, GA | May 2018 - Jun 2020 | 2 |
| Fidelity Brokerage Services LLC | Alpharetta, GA | Oct 2010 - May 2018 | 7 |
| Strategic Advisers LLC | Alpharetta, GA | Oct 2010 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- GA
- TX
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Total Assets Under Management294MILLIONS
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Total Number of Accounts476ACCOUNTS
-
Average Account Value$617,133
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, NC, SC, TX, VA
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