Joseph Powanda (CRD# 7158700) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has 1 year of experience in the finance industry. Joseph Powanda 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# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bay Point Wealth | Annapolis, MD | May 2021 - Current | 2 |
| Addessi Financial Partners | Lutz, FL | Jul 2019 - May 2021 | 1 |
| Usf Bull2bull | Tampa, FL | Mar 2019 - Dec 2019 | < 1 |
| Palma Ceia Golf & Cc | Tampa, FL | Jul 2018 - Dec 2019 | 1 |
| University Of South Florida - Tampa | Tampa, FL | Jun 2018 - Dec 2019 | 1 |
| Ron Desantis For Gov. Campaign | Tampa, FL | Apr 2018 - Nov 2018 | < 1 |
| Pasco-hernando State College | Brooksville, FL | Jan 2017 - May 2018 | 1 |
| Southwest Florida Water Management District | Brooksville, FL | May 2017 - Apr 2018 | < 1 |
| Lpga International Golf Club | Daytona Beach, FL | Dec 2015 - Dec 2016 | 1 |
| Embry Riddle Aeronautical University | Daytona Beach, FL | Aug 2014 - Dec 2016 | 2 |
| Halifax Harbour Marina | Daytona Beach, FL | May 2015 - Dec 2015 | < 1 |
| Embry-riddle Aeronautical University | Daytona Beach, FL | Sep 2014 - May 2015 | < 1 |
| Southern Hills Plantation Club | Brooksville, FL | Jun 2011 - Sep 2014 | 3 |
| Nature Coast Technical High School | Brooksville, FL | Aug 2010 - May 2014 | 3 |
- DC
- MD
- TX
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Total Assets Under Management399MILLIONS
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Total Number of Accounts176ACCOUNTS
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Average Account Value$2,268,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, MD, NC, NH, NY, PA, SC, TX, VA
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