Adam Powell, financial advisor Weyers Cave VA

Adam Powell

CRD Number: 2927135
Current Firm: Securities America Advisors, Inc.

Adam Powell (CRD# 2927135) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Weyers Cave, VA and has over 24 years of experience in the finance industry.

Similar Advisors
Robert Abbott, financial advisor Weyers Cave VA
Robert C. Abbott
CRD# 3167598
Edward Jones
Similar Advisors
Gary Albert, financial advisor Weyers Cave VA
Gary M. Albert
CRD# 4687224
State Farm Investment Management Corp.
Similar Advisors
James Aldige, financial advisor Weyers Cave VA
James G. Aldige
CRD# 6986573
Clio Asset Management LLC
Company Name Location Dates Years
Securities America Advisors Weyers Cave, VA Jul 2016 - Current 6
Securities America, Inc. Weyers Cave, VA Jul 2016 - Current 6
Infinex Investments, Inc. Luray, VA Jun 2008 - Jun 2016 8
Blue Ridge Bank Luray, VA Jan 2007 - Jun 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Adam J. Powell
Phone Number: 402-399-9111
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    45,429
    MILLIONS
  • Total Number of Accounts
    211,800
    ACCOUNTS
  • Average Account Value
    $214,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Adam Powell and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.