Jocinta PowellCRD Number: 1609544
Current Firm: Lincoln Financial Securities Corporation
Jocinta Powell (CRD# 1609544) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Dumfries, VA and has over 27 years of experience in the finance industry.
Reframe Wealth, LLC
Northwestern Mutual Investment Services,llc
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Lincoln Financial Securities Corporation||Dumfries, VA||Apr 2019 - Current||4|
|First Command Advisory Services||Fort Worth, TX||Dec 2015 - Mar 2019||3|
|First Command Financial Planning, Inc.||Fort Worth, TX||Mar 2004 - Mar 2019||15|
|First Command Financial Services, Inc.||Fort Worth, TX||Mar 2004 - Mar 2019||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1996|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management3,945MILLIONS
Total Number of Accounts18,171ACCOUNTS
Average Account Value$217,088
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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