Cordi Powell (CRD# 6021834) is an Investment Advisor Representative working at Favored Financial Planning in Jamestown, NC and has over 12 years of experience in the finance industry. Cordi 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# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Favored Financial Planning | Jamestown, NC | Jun 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- NC
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$602,000
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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