RP
RP

Riley Powe

11 Years of Experience
Lewiston, ID
Broker

Riley Powe is a registered investment advisor at D.A. Davidson & CO., based in Lewiston, ID, with 11 years of industry experience. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

44 5th Street, Lewiston, ID, 83501-6268

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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
D.A. Davidson & CO.
August 2018 - Present · 7 yrs 9 mos
D.A. Davidson & CO.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
CUNA Brokerage Services, INC.
October 2014 - August 2018 · 3 yrs 10 mos
CUNA Brokerage Services, INC.Broker
June 2014 - August 2018 · 4 yrs 2 mos
State Registrations32 states
AKALARAZCACOCTDCDEFLGAHIIDILMAMIMNMOMTNCNDNMNVOHORSDTXUTVAWAWIWY
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.
Riley Powe - Financial Advisor | TrueAdvisor