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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Cordi Rumph Powell

Cordi R. Powell

FAVORED FINANCIAL PLANNING
Jamestown, NC
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CRD#: 6021834
Cordi Rumph Powell

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.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Medical Professionals
Middle Income Client Needs
Tax Planning

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
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/2011
Uniform Investment Adviser Law Examination

Current Firm

FF
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
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.

Company Information

FAVORED FINANCIAL PLANNING

CRD#: 160940Jamestown, NC

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