Kevin Powers, financial advisor Mariemont OH

Kevin Powers

CRD Number: 4561891
Current Firm: Charter Advisory Corporation

Kevin Powers (CRD# 4561891) is an Investment Advisor Representative working at Charter Advisory Corporation in Mariemont, OH and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Charter Advisory Corporation Mariemont, OH Oct 2009 - Current 14
Lpl Financial LLC Mariemont, OH Sep 2009 - Current 14
Powers Benefits Corp Cincinnati, OH Nov 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
Contact Info for Kevin M. Powers
Phone Number: 317-844-7416
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $220,009
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IN, LA, MI, MO, NC, NE, OH, TX

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