Adam PowellCRD 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.
State Farm Investment Management Corp.
Clio Asset Management LLC
|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|
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- 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
- 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
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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