Carly A. Powers
Professional summary
Carly Anne Powers is a registered financial advisor currently at INSIGHT, CORP. located in Boulder, Colorado.
Carly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Carly has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carly Anne Powers's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2024 - Present
INSIGHT, CORP.
Office #1: 4450 Arapahoe Ave Office 110, Boulder, CO 80303February 27, 2023 - August 15, 2024
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2024)
(9/12/2024)
Exams
Series 7TO
Date: 2/27/2023
General Securities Representative ExaminationCurrent Firm
INSIGHT, CORP.
CRD#: 311445 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 304 |
| AUM (Assets Under Management) | $ 74,903,879 |
Red Flags
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