William Christopher Powell
Professional Summary
William Christopher Powell, who also goes by Chris Powell, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Lexington, Kentucky. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Powell
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Videos & Posts
This advisor has not added any videos or posts yet.
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RAYMOND JAMES FINANCIAL SERVICES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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RAYMOND JAMES FINANCIAL SERVICES, INC.
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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RAYMOND JAMES FINANCIAL SERVICES, INC.
Years of Experience
2 years registered in the securities industry
Current & Past Employments
Current
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RAYMOND JAMES FINANCIAL SERVICES, INC.
Current Firm
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH
Contact Information
Main Address
100 W Main Street Suite 450, Lexington, KY 40507Phone Number
(859) 543-4516# of Employees
67SEC notice filing (47 States and Territories)
Registered to provide investment advisory services in 47 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
12,298AUM (Assets Under Management)
$4,983,377,516Similar Advisors
ABRI LLC
RAYMOND JAMES FINANCIAL SERVICES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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ABRI LLC
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH
State Registrations and Notice Filings
(5/17/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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ABRI LLC
RAYMOND JAMES FINANCIAL SERVICES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view William Christopher Powell's CRS (Customer Relationship Summary).
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ABRI LLC
RAYMOND JAMES FINANCIAL SERVICES, INC.