Erin Powis (CRD# 4260250) is an Investment Advisor Representative working at Clg LLC in Ukiah, CA and has over 23 years of experience in the finance industry.
CRD# 2005535
Antonio Andrade, Cfp
CRD# 4712165
Edward Jones
CRD# 1453808
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Clg LLC | Gardena, CA | May 2018 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | May 2018 - Current | 5 |
| Jem Family LLC | Ukiah, CA | Mar 2002 - Current | 22 |
| Raymond James Financial Services Advisors | Ukiah, CA | Apr 2013 - May 2018 | 5 |
| Raymond James Financial Services, Inc. | Ukiah, CA | Aug 2003 - May 2018 | 14 |
| Savings Bank Of Mendocino County | Uklah, CA | Aug 2003 - May 2018 | 14 |
| Jonathan Hind Financial Group | Napa, CA | Oct 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- CA
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Total Assets Under Management801MILLIONS
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Total Number of Accounts2,282ACCOUNTS
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Average Account Value$350,836
- 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)
AZ, CA, CO, FL, ID, IL, LA, NC, NE, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA
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