Dwayne Powell
Dwayne Powell is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Hendersonville, NC, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
101 E Allen St., Ste 219, Hendersonville, NC, 28792
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Regulatory History (1)
Customer Dispute
September 2020Other Business Activities
Dwayne is the Vice Chairman of Little League Baseball, dedicating about a quarter of his time to coaching and program organization. He also serves as an advisory board member for Western Carolina University and treasurer for Chuck Owenby's Sheriff campaign, dedicating minimal time to each.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Uvest Financial Services And/or Compass Capital
Uvest Financial Services Group, INC.Broker
State Registrations39 states
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.