Anne Powers, financial advisor Melrose MA
93 score

Anne Powers

CRD Number: 3114572
Current Firm: Investment Professionals, Inc.

Anne Powers (CRD# 3114572) is an Investment Advisor Representative working at Investment Professionals, Inc. in Melrose, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals Boston, MA Aug 2008 - Current 8
East Boston Savings Bank Peabody, MA May 2006 - Current 10
Infinex Investments, Inc. Peabody, MA May 2006 - Jul 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Anne M. Powers
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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