Cordi R. Powell

FAVORED FINANCIAL PLANNING

Jamestown, NC

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CRD#: 6021834

Professional summary

Cordi Rumph Powell, CFP®, who also goes by Cordi Powell, Cordi Nadean Rumph, is a registered financial advisor currently at FAVORED FINANCIAL PLANNING located in Jamestown, North Carolina.

Cordi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cordi has worked at 1 firm and has passed the Series 65 exam.

Biography

I started Favored Financial Planning to help busy medical professionals. Once individuals understand how to integrate the pieces that comprise their financial lives reaching their goals becomes simple.

Contact me for help with clarifying your goals, and the expertise and accountability you'll need to accomplish your dreams.

Question & Answer

What are your service offerings?

Budgeting

Debt Management

Retirement Income Management

Investment Planning

Comprehensive Financial Planni...

Tax Planning

Retirement Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Medical Professionals

Middle Income Client Needs

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Cordi Powell | Cordi Nadean Rumph

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.

1) Sum180, LLC Non-Investment Related Address: 200 York Street Louisville KY 40203 Financial Coaching Business Position: Consultant Start Date: 03/2018 Approximately 3 hours per month, all during securities trading hours Execution of 15-20 minute coaching sessions regarding non-investment-related financial coaching topics 2) Alliance of Comprehensive Planners Non-Investment Related Address: 2601 Iron Gate Drive, Suite 101, Wilmington, NC 2841 Development of financial advisor training materials Position: Consultant Approximately 10 hours per week Development of financial advisor training materials

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cordi Rumph Powell'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

February 16, 2018 - Present

FAVORED FINANCIAL PLANNING

RIA

CRD#: 160940

Jamestown, NC

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

North Carolina
(2/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/2011

Uniform Investment Adviser Law Examination

Current Firm

FAVORED FINANCIAL PLANNING

FAVORED FINANCIAL PLANNING | FAVORED FINANCIAL PLANNING, LLC

CRD#: 160940 / SEC#:

North Carolina

Registered Investment Advisory firm - (2/6/2012 Approved)

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Contact information

Main Address

Jamestown, NC

Mailing Address

Phone number

(336) 422-6734

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 436,633

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.

Contact information

(xxx) xxx-xxxx

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Cordi R. Powell

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cordi Rumph Powell's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAVORED FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2011

Current Firm

FAVORED FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAVORED FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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