NP
CFP
NP
CFP

Nathaniel Powell

15 Years of Experience
Towson, MD
Broker

Nathaniel Powell is a CFP-designated registered investment advisor, based in Towson, MD, with 15 years of industry experience.

Location

627 York Rd, Fl 1, Towson, MD, 21201

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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
Truist Investment Services, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Truist Advisory Services, INC.
August 2016 - Present · 9 yrs 9 mos
Truist Investment Services, INC.
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Suntrust Investment Services, INC.
August 2016 - December 2016 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - August 2016 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2010 - August 2016 · 5 yrs 8 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nathaniel Powell - Financial Advisor | TrueAdvisor