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MP

Margaret E. Powers

CRD#: 2656995
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MP
Margaret Elsie Powers

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.

Margaret Elsie Powers was a registered financial professional .

Margaret is a previously registered financial professional and started their career in finance in 2011. Margaret had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 20, 2011 - September 8, 2020

SUMMIT WEALTH SOLUTIONS

RIA
CRD#: 147311
BELLEVUE, WA

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: 9/6/2011
Uniform Investment Adviser Law Examination

Current Firm


SW
SUMMIT WEALTH SOLUTIONS
LEWIS, ROBERT N. | SUMMIT WEALTH SOLUTIONS, LLC | SUMMIT WEALTH SOLUTIONS

CRD#: 147311 / SEC#:

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Contact information


Main Address
11900 Ne 1st Street, Ste 300, Bellevue, WA 98005
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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

Company Information


SUMMIT WEALTH SOLUTIONS

CRD#: 147311

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