RP
CFP
RP
CFP

Robert Powell

14 Years of Experience
Modesto, CA
Broker

Robert Powell is a CFP-designated registered investment advisor, based in Modesto, CA, with 14 years of industry experience.

Location

1101 Sylvan Ave Ste C 101, Modesto, CA, 95350

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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

Robert is the CEO of Hebrews 135, LLC, an investment advisory support company, dedicating about half of his time to it. He is also a general partner for Rooted Partners and Rooted Wealth Management, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services, INC.Broker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
October 2011 - August 2018 · 6 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2011 - August 2018 · 6 yrs 11 mos
State Registrations28 states
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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.
Robert Powell - Financial Advisor | TrueAdvisor