David PowersCRD Number: 6367696
Current Firm: Truist Advisory Services, Inc.
David Powers (CRD# 6367696) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 5 years of experience in the finance industry. David 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.
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
|Truist Investment Services, Inc.||Richmond, VA||Feb 2021 - Current||< 1|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||< 1|
|Bb&t Securities||Richmond, VA||Dec 2020 - Feb 2021||< 1|
|Davenport & Company LLC||Richmond, VA||Aug 2017 - Dec 2020||3|
|Armstrong, Fleming & Moore Inc.||Washington, DC||Jun 2014 - Aug 2017||3|
|Unemployed||Midlothian, VA||May 2014 - Jun 2014||< 1|
|Full Time Education||Blacksburg, VA||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2016|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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