Michael Powers, financial advisor Lewisville TX
90 score

Michael Powers

CRD Number: 6037191
Current Firm: Advice And Planning Services

Michael Powers (CRD# 6037191) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Feb 2012 - Current 4
Tiaa Lewisville, TX Feb 2012 - Current 4
Unemployed Lewisville, TX Jan 2012 - Feb 2012 < 1
Ups Coppell, TX Dec 2011 - Dec 2011 < 1
University Of North Texas Denton, TX Jan 2010 - Dec 2011 1
Crosswind Project Management, Inc. Carrollton, TX May 2007 - Dec 2011 4
Midwestern State University Wichita Falls, TX Aug 2007 - Aug 2009 2
Crosswind Project Management, Inc. Carrollton, TX Feb 2006 - May 2007 1
Richland Community College Dallas, TX Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Michael W. Powers
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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