KP
KP

Kevin Michael Powers

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
732 clients
Average Client Portfolio
$500K average
Assets Under Management
$366.3M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

3814 West Street, Suite 303, Mariemont, OH, 45227

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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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Other Business Activities

Kevin is the President of Powers Benefits Corp, a third-party administrator for qualified retirement plans, dedicating nearly all of his time to this. He also provides investment advisory services through Charter Advisory Corporation, spending about 20% of his time on this activity.

Employment History
Current Registrations
Charter Advisory Corporation
October 2009 - Present · 16 yrs 4 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
LPL Financial Corporation
September 2009 - October 2009 · 1 mo
Mutual Service Corporation
June 2003 - September 2009 · 6 yrs 3 mos
Mutual Service CorporationBroker
November 2002 - September 2009 · 6 yrs 10 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kevin Michael Powers - Financial Advisor | TrueAdvisor