David Powers is a CFP-designated registered investment advisor, based in Richmond, VA, with 10 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
919 E Main St, Fl 5, Richmond, VA, 23219
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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
David is a board of directors member for the Maggie L. Walker Governor's School for Government & International Studies Foundation. He dedicates minimal time to this activity.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Davenport & Company LLC
Davenport & Company LLCBroker
Commonwealth Financial NetworkBroker
State Registrations30 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
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