Power Financial Partners, LLC

Power Financial Partners, LLC (CRD# 324253) is a financial advisory firm headquartered in Tampa, FL. They manage $224,547,826 in 344 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5401 W Kennedy Blvd., Ste. 1020, Tampa, FL 33609
https://www.powerfinancialpartners.com
By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $652,755
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Power Financial Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Roger Machlin, financial advisor Tampa FL
Roger S. Machlin
CRD#: 4662015
5401 W Kennedy Blvd., Ste. 1020, Tampa, FL 33609

Roger Machlin (CRD# 4662015) is an Investment Advisor Representative working at Power Financial Partners, LLC in Tampa, FL and has over 18 years of experience in the finance industry.

2
Debbie Tanner, financial advisor Tampa FL
Debbie L. Tanner
CRD#: 2995355
5401 W Kennedy Blvd., Ste. 1020, Tampa, FL 33609

Debbie Tanner (CRD# 2995355) is an Investment Advisor Representative working at Power Financial Partners, LLC in Tampa, FL and has over 25 years of experience in the finance industry.

3
Jose Valdez, financial advisor Tampa FL
Jose M. Valdez
CRD#: 6267060
5401 W Kennedy Blvd., Ste. 1020, Tampa, FL 33609

Jose Valdez (CRD# 6267060) is an Investment Advisor Representative working at Power Financial Partners, LLC in Tampa, FL and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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