David R. Powell, CFP<sup>&reg;</sup> - Financial Advisor

David R. Powell, CFP®

CLU CASL APMA

Ameriprise Financial Services, LLC

286 W Millbrook Rd
Raleigh, NC 27609
+ 1 More Location

Ameriprise Financial Services, LLC

Uptown Center, 138 South Steele St
Sanford, NC 27330
FINANCIAL ADVISOR'S WEBSITE
(877) 855-9449
+1 More Number
(919) 870-8930
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General

David Powell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Raleigh, NC and the surrounding communities.

Financial Advisor Experience

Over 30 years providing comprehensive financial and estate planning advice and investment management to people throughout the southeastern U.S.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Accredited Portfolio Manager Associate

Insurance Licenses

  • Life insurance: NC, SC, VA, AL, FL, TX, DC, DE
  • Health/disability insurance: NC, SC, VA, AL, FL, TX, DC, DE
  • Fixed annuities: NC, SC, VA, AL, FL, TX, DC, DE
  • Variable annuities: NC, SC, VA, AL, FL, TX, DC, DE

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

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FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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