Nik Powell
Nik Powell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 20 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
Firm Size
IM Fee
Assets Under Management
Location
517 SW Harvey Milk St, Portland, OR, 97204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nik works as an associate/employee for both OnPoint Investment Services and OnPoint Community Credit Union, offering investment products and financial advice. These activities take about half of Nik's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Leader Capital CORP.Broker
Thrivent Investment Management INC.Broker
Waddell & Reed, INC.Broker
Foresters Equity Services, INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations11 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.