Cedric Percell Powell
ChFC®, CLU®Professional Summary
Cedric Percell Powell, ChFC®, CLU®, who also goes by Cedric P Powell, Cedric Powell, is a registered financial advisor currently at POWELL WEALTH located in Tampa, Florida. Cedric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Cedric has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Investment Management
- Risk Management & Insurance
Other Aliases
Cedric P Powell, Cedric Powell
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
FULL CIRCLE M&C | POWELL WEALTH
Contact Information
Main Address
603 E Jackson St, Tampa, FL 33602Phone Number
(813) 245-2227# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
280AUM (Assets Under Management)
$37,000,000Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Cedric Percell Powell's CRS (Customer Relationship Summary).
Services Offered by Cedric
- Financial Planning
- Investment Management
- Risk Management & Insurance
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