Raymond Powell
Raymond Powell is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fort Lauderdale, FL, with 48 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
4848 NE 23rd Ave., Unit 1C 3rd Floor, Fort Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2024Regulatory
June 1982Other Business ActivitiesSells Insurance
Raymond is an agent for fixed insurance products and prepares taxes. He also owns rental property, is an advisory rep for a registered investment advisor, owns Powell's Financial Planning Service LLC, and is an IAR for Powell's Financial.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Walnut Street Securities, INC.Broker
Powell's Financial Planning Service
Nathan & Lewis Securities, INC.Broker
P & I Equities CorporationBroker
State Registrations19 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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