Gregory Powers (CRD# 4302842) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Chevy Chase, MD and has over 22 years of experience in the finance industry. Gregory Powers 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
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.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tritonpoint Wealth, LLC | Scottsdale, AZ | Oct 2023 - Current | < 1 |
| Mercer Allied Company, LP | Scottsdale, AZ | Sep 2020 - Oct 2023 | 3 |
| Goldman Sachs & Company LLC | Scottsdale, AZ | Sep 2020 - Oct 2023 | 3 |
| Goldman Sachs Personal Financial Management | Scottsdale, AZ | Aug 2010 - Oct 2023 | 13 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Sep 2020 | 2 |
| Girard Securities, Inc. | San Diego, CA | Aug 2010 - Nov 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2001 |
- AZ
- CA
- TX
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Total Assets Under Management1,329MILLIONS
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Total Number of Accounts1,654ACCOUNTS
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Average Account Value$803,379
- A percentage of assets under your management
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AZ, CA, CT, DC, DE, FL, GA, MA, MD, ME, MI, NC, NY, PA, TX, VA, WA
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