Keith Powell (CRD# 2143046) is an Investment Advisor Representative working at Vann Equity Management LLC in Austin, TX and has over 32 years of experience in the finance industry. Keith Powell 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# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Vann Equity Management LLC | Plano, TX | Aug 2023 - Current | < 1 |
Great Point Capital, LLC | Chicago, IL | Jun 2023 - Current | < 1 |
Gypsy Soul LLC | Round Rock, TX | Jan 2021 - Current | 3 |
Collaborative Divorce Austin | Austin, TX | Jan 2015 - Current | 9 |
Austin Divorce Planners | Austin, TX | Dec 2012 - Current | 11 |
Business Network International | Charlotte, NC | Oct 2012 - Current | 11 |
Keith Powell, Sole Proprietor | Austin, TX | Nov 2011 - Current | 12 |
Kns Ventures, Lp Dba Austin Wealth Specialists | Austin, TX | Dec 2010 - Current | 13 |
Lucidlife Holdings | Austin, TX | Nov 2010 - Current | 13 |
Austin Divorce Resources | Austin, TX | May 2010 - Current | 14 |
The Hughes Group Wealth Management Partners LLC | Austin, TX | Jun 2021 - Aug 2023 | 2 |
B.b. Graham & Company, Inc. | Austin, TX | Sep 2021 - Jun 2023 | 1 |
Keila Properties | Austin, TX | Jun 2015 - Mar 2023 | 7 |
The Tram House.com | Austin, TX | Dec 2005 - Mar 2023 | 17 |
Lucidlife Investments | Austin, TX | Jun 2019 - Feb 2023 | 3 |
Scf Securities, Inc. | Fresno, CA | Nov 2013 - May 2021 | 7 |
Scf Investment Advisors, Inc. | Fresno, CA | Nov 2013 - May 2021 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1991 |
S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management701MILLIONS
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Total Number of Accounts108ACCOUNTS
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Average Account Value$6,490,986
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
LA, TX
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