Marc Powers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oxford, MI, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

28 South Washington Street, Suite 205, Oxford, MI, 48371

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 10 mos
Raymond James Financial Services, INC.Broker
March 1997 - Present · 29 yrs 4 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 1996 - October 1996 · 3 mos
American Express Financial Advisors INC.Broker
July 1996 - October 1996 · 3 mos
State Registrations14 states
AZCACOFLIAINKYLAMINYOHSCVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Marc Powers - Financial Advisor | TrueAdvisor