Gregory Powell, financial advisor Mundelein IL

Gregory Powell

CRD Number: 1217415
Current Firm: Cetera Investment Advisers LLC

Gregory Powell (CRD# 1217415) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mundelein, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Mundelein, IL Sep 2022 - Current 1
Cetera Investment Advisers LLC Schaumburg, IL Nov 2020 - Current 3
Cetera Financial Specialists Schaumberg, IL Oct 2013 - Current 10
Cetera Advisors LLC Denver, CO Oct 2012 - Current 11
Cetera Investment Services LLC St.cloud, MN Oct 2012 - Current 11
Cetera Advisor Networks El Segundo, CA Oct 2012 - Current 11
First Allied Securities, Inc. San Diego, CA Oct 2012 - Sep 2022 9
First Allied Advisory Services, Inc. Chesterfield, MO Jan 2013 - Nov 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory Powell
Phone Number: 888-528-2987
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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