CP
CP

Cory Powell

14 Years of Experience
Marion, IN
Broker

Cory Powell is a registered investment advisor at Raymond James & Associates, INC., based in Marion, IN, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1800 N. Wabash Road, Suite 103, Marion, IN, 46952

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cory serves as a board member, finance/investment committee member, and chair of the board for the Community Foundation of Grant County since 2020. This involves providing guidance and serving on the finance committee, taking a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2011 - Present · 15 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2011 - Present · 15 yrs 3 mos
State Registrations27 states
ALAZCACOFLILINKSKYLAMIMNMOMSNCNVNYOHOKORSCTXVAVTWAWIWV
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.