Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Briana? Claim Your ProfileBriana Powell is an Investment Advisor Representative with Fisher Investments. Briana is registered with the state of Washington and Texas. Briana has been in the securities industry for over 20 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/02/2017 - Present
Fisher Investments (PLANO TX)
CT
06/01/2011 - 07/03/2013
LPL FINANCIAL LLC (WILTON CT)
CT
05/20/2009 - 06/02/2011
SECURITIES AMERICA, INC. (WILTON CT)
NC
12/04/2007 - 01/09/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NJ
11/23/2007 - 12/17/2007
IFMG SECURITIES, INC. (MONTCLAIR NJ)
MA
02/05/2007 - 10/29/2007
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
03/22/2005 - 01/08/2007
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
12/02/2003 - 01/11/2005
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
CT
05/22/2002 - 12/03/2003
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
01/01/2002 - 05/06/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
CT
12/12/2000 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
IA
Issued 03/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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