Dana Powell
Dana Powell is a registered investment advisor at Cetera Investment Advisers LLC, based in Georgetown, TX, with 32 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
401 E 8th Street, Georgetown, TX, 78626
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dana owns Georgetown Retirement Income Planners and Powell Financial Partners, both financial services DBAs, and works full-time at each. Dana also works full-time as an independent insurance agent selling fixed insurance products and spends a few hours per week as a singer and songwriter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations17 states
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