Michael D. Power
POWER INVESTING
Danville, CA
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CRD#: 4520009
Professional summary
Michael D Power, CFP® is a registered financial advisor currently at POWER INVESTING located in Danville, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael D Power's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
July 16, 2018 - Present
POWER INVESTING
RIA
CRD#: 120040
Danville, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/16/2018)
Exams
Current Firm
PI
POWER INVESTING
MICHAEL D. POWER DBA POWER INVESTING | POWER INVESTING | MICHAEL DAVID POWER DBA POWER INVESTING | MICHAEL DAVID POWER | MICHAEL D. POWER DBA POWER INVESTMENT
CRD#: 120040 / SEC#:
California
Registered Investment Advisory firm - (4/15/1997 Approved)PREMIUM
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Contact information
Main Address
Danville, CA
Mailing Address
Phone number
(510) 366-8836
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 39,155,364 |
Red Flags
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