David Powers, financial advisor Richmond VA

David Powers

CRD 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 8 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.

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Professional Designations
Company Name Location Dates Years
Truist Investment Services, Inc. Richmond, VA Feb 2021 - Current 3
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 3
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
Contact Info for David A. Powers
Phone Number: 404-813-7713
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
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)
  • Publication of periodicals or newsletters
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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