Jeffery PowellCRD Number: 3181500
Current Firm: 1st Global Advisors Inc.
Jeffery Powell (CRD# 3181500) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Mount Pleasant, SC and has over 17 years of experience in the finance industry.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|1st Global Insurance Services, Inc.||Mt. Pleasant, SC||Jan 2004 - Current||14|
|Outsource Financial||Mount Pleasant, SC||Dec 2002 - Current||15|
|1st Global Advisors, Inc.||Mt. Pleasant, SC||Jul 2001 - Current||16|
|1st Global Capital Corp.||Mt. Pleasant, SC||Jan 1999 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- A percentage of assets under your management
- 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
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY