Roksana PowellCRD Number: 5288665
Current Firm: Wells Fargo Advisors, LLC
Roksana Powell (CRD# 5288665) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Las Vegas, NV and has over 9 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Wells Fargo Advisors LLC||Sparks, NV||Jan 2011 - Current||6|
|Wells Fargo Bank Na||Sparks, NV||Aug 2006 - Current||10|
|Wells Fargo Investments, LLC||Sparks, NV||Feb 2007 - Jan 2011||3|
|Greater Nevada Mortgage Services LLC||Carson City, NV||May 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- 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, 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