Powers Investment Advisory Corp

Powers Investment Advisory Corp (CRD# 110401) is a financial advisory firm headquartered in , . They manage $44,392,040 in 198 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $224,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Powers Investment Advisory Corp
Showing 1 - 2 of 2 top financial advisors.
1
Andrew J. Powers
CRD#: 5007471
Highland Heights, OH
96
Wealthminder
score

Andrew Powers (CRD# 5007471) is an Investment Advisor Representative working at Powers Investment Advisory Corp in Highland Heights, OH and has over 11 years of experience in the finance industry. Andrew Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William P. Powers
CRD#: 1144737
Highland Heights, OH
96
Wealthminder
score

William Powers (CRD# 1144737) is an Investment Advisor Representative working at Powers Investment Advisory Corp in Highland Heights, OH and has over 33 years of experience in the finance industry. William Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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