Paul Powell, financial advisor Dothan AL
83 score

Paul Powell

CRD Number: 2972939
Current Firm: Fiduciarypath

Paul Powell (CRD# 2972939) is an Investment Advisor Representative working at Fiduciarypath in Dothan, AL and has over 20 years of experience in the finance industry.

Similar Advisors
Roy Fabbrini, financial advisor Dothan AL
Roy L. Fabbrini
CRD# 2349290
Wells Fargo Clearing Services, LLC
Score
96
Similar Advisors
Stanley Peterson, financial advisor Dothan AL
Stanley P. Peterson
CRD# 2214059
Wells Fargo Clearing Services, LLC
Score
96
Similar Advisors
Craig Pittman, financial advisor Dothan AL
Craig S. Pittman
CRD# 4890601
Wells Fargo Clearing Services, LLC
Score
96
Company Name Location Dates Years
Nfp Retirement, Inc. Aliso Viejo, CA Apr 2013 - Current 5
Kestra Investment Services Austin, TX Sep 2014 - Jul 2017 2
Financial Telesis San Rafael, CA Sep 2006 - Jul 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul L. Powell
Phone Number: 949-460-9898
Registered State(s):
  • AL
  • CA
By the Numbers
  • Total Assets Under Management
    47,508
    MILLIONS
  • Total Number of Accounts
    1,742
    ACCOUNTS
  • Average Account Value
    $27,272,148
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IA, ID, IL, KY, LA, MA, MI, MN, OR, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.