Jacqueline Powell (CRD# 1061375) is an Investment Advisor Representative working at Alliance Financial in Carlisle, PA and has over 41 years of experience in the finance industry. Jacqueline 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# 3244566
Cetera Investment Advisers LLC
CRD# 5813419
Cambridge Investment Research Advisors, Inc.
CRD# 3113314
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Financial | Carlisle, PA | May 2022 - Current | 1 |
| Jacqueline L. Powell Financial Services | Carlisle, PA | Jul 2020 - Current | 3 |
| Lpl Financial LLC | Carlisle, PA | Feb 2018 - Current | 6 |
| Jacqueline L. Powell & Associates, Inc. | Carlisle, PA | Jun 1999 - Jul 2020 | 21 |
| Invest Financial Corporation | Tampa, FL | Oct 2007 - Feb 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1982 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1990 |
- PA
-
Total Assets Under Management232MILLIONS
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Total Number of Accounts945ACCOUNTS
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Average Account Value$245,849
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, NE, PA, SC
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