John R. Power
POWER PLANS
WALPOLE, MA
Some features on this profile are disabled
CRD#: 4868253
Professional summary
John Richard Power, CFP® is a registered financial advisor currently at POWER PLANS located in Walpole, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John 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 John Richard 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: 1993
Experience
Current
April 5, 2005 - Present
POWER PLANS
RIA
CRD#: 129431
WALPOLE, MA
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
Massachusetts(4/5/2005)
Exams
Current Firm
PP
POWER PLANS
JOHN R. POWER DBA | POWER PLANS
CRD#: 129431 / SEC#:
Massachusetts
Registered Investment Advisory firm - (3/10/1995 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Walpole, MA
Mailing Address
Phone number
(508) 660-9770
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 5,308,892 |
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.
