Robert Powell is a CFP-designated registered investment advisor, based in Modesto, CA, with 15 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1101 Sylvan Ave Ste C 101, Modesto, CA, 95350
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations32 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.
Exams
More Advisors
- Vicky Johnson, CFPPrincipal Securities, INC.
- Mark Kleiderlein, CFPPrincipal Securities, INC.
- David Derby, CFP, ChFCAmerican Investors CO
- Debra Webb, ChFCState Farm Investment Management CORP.
- Robert Mccoy, CFPEdward Jones
- Gregory Hoekman, CFP