Michael Power (CRD# 4520009) is an Investment Advisor Representative working at Power Investing in Danville, CA and has 1 year of experience in the finance industry. Michael 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Power Investing | Danville, CA | Jul 1994 - Current | 29 |
- CA
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$903,125
- 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
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