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Raymond R. Powell

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CRD#: 1234048
RP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Raymond Randall Powell, who also goes by Randy Powell, Raymond R Powell, was a registered financial advisor .

Raymond is a previously registered financial advisor and started their career in finance in 1984. Raymond had worked at 10 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Randy Powell | Raymond R Powell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 29, 2009 - December 15, 2010

S & H ASSET ADVISORS

RIA
CRD#: 150983
DULUTH, GA
Past

June 19, 2006 - August 18, 2009

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
DULUTH, GA
Past

April 14, 2004 - June 19, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
DULUTH, GA
Past

April 12, 2002 - August 18, 2009

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

January 29, 2001 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

February 28, 1996 - June 21, 2000

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

June 28, 1991 - February 5, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 19, 1989 - November 3, 1989

VAUTRAIN NELSON LEFEVRE, ENDSLEY AND DURHAM, INC.

BD
CRD#: 15697
Past

October 17, 1986 - September 16, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 25, 1984 - October 30, 1986

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/26/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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