Quiaunna Powell (CRD# 6885196) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Rehoboth Beach, DE and has 1 year of experience in the finance industry.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6454257
Arkadios Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bryn Mawr Capital Management | Rehoboth Beach, DE | Apr 2024 - Current | < 1 |
Wells Fargo Clearing Services, LLC | Wilmington, DE | Jan 2024 - Apr 2024 | < 1 |
Wells Fargo Bank, Na | Wilmington, DE | Dec 2023 - Apr 2024 | < 1 |
J.p. Morgan Securities LLC | Rehoboth Beach, DE | May 2023 - Dec 2023 | < 1 |
Jpmorgan Chase Bank, N.a. | Rehoboth Beach, DE | May 2023 - Dec 2023 | < 1 |
Merrill Lynch/bank Of America | Dover, DE | Nov 2017 - Apr 2023 | 5 |
Wells Fargo Home Mortgage | Dover, DE | Aug 2016 - Nov 2017 | 1 |
Wsfs | Harrington, DE | Mar 2016 - Jul 2016 | < 1 |
Kate Spade | Rehoboth, DE | Jun 2014 - Jun 2016 | 2 |
Abercrombie And Fitch | Rehobtoh Beach, DE | Jul 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
S63 | Uniform Securities State Law Examination | Sep 2023 |
- DE
-
Total Assets Under Management3,036MILLIONS
-
Total Number of Accounts3,390ACCOUNTS
-
Average Account Value$895,505
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DC, DE, FL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA
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