William P. Powers
Professional summary
William Patrick Powers, CFP®, who also goes by William Patrick Powers Jr, is a registered financial advisor currently at POWERS INVESTMENT ADVISORY CORPORATION located in Highland Hts., Ohio.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. William has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Powers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1992
Experience
April 1, 2009 - Present
POWERS INVESTMENT ADVISORY CORPORATION
November 20, 1991 - August 6, 1998
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.
October 8, 1991 - December 31, 2021
CADARET, GRANT & CO., INC.
July 21, 1983 - October 16, 1991
GREEN HILL FINANCIAL SERVICE CORPORATION
Primary Firm SEC Registration
POWERS INVESTMENT ADVISORY CORPORATION
CRD#: 110401 / SEC#: 801-134997
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/2/2009)
(4/1/2009)
Exams
Current Firm
POWERS INVESTMENT ADVISORY CORPORATION
CRD#: 110401 / SEC#: 801-134997
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 193 |
| AUM (Assets Under Management) | $ 111,579,096 |
Red Flags
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