Nathan Powell (CRD# 6288682) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 9 years of experience in the finance industry. Nathan 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# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Management | Memphis, TN | Oct 2018 - Current | 5 |
| Minnesota Life Insurance Co | St Paul, MN | Jan 2014 - Current | 10 |
| Securain Financial Services Inc. | St Paul, MN | Jan 2014 - Current | 10 |
| Shoemaker Financial | Germantown, TN | Jan 2014 - Sep 2018 | 4 |
| Shelby County Schools | Germantown, TN | Jan 2008 - Mar 2016 | 8 |
| Nathan Powell Music Lessons | Memphis, TN | Jun 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- TN
-
Total Assets Under Management2,053MILLIONS
-
Total Number of Accounts4,258ACCOUNTS
-
Average Account Value$482,188
- A percentage of assets under your management
- 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
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, IL, KS, LA, MD, MO, MS, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.