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Charles A Powell

Signature Equity Partners, LLC

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About Charles A Powell

Charles A. Powell is an Investment Advisor Representative at Signature Equity Partners, LLC. Charles has been in the financial industry since December 2016. Charles has a Series 7 and SIE license. Charles has a broad base of experience in the financial industry and is well-equipped to help clients reach their financial goals. Charles's firm, Signature Equity Partners, LLC, is a Registered Investment Advisor (RIA) with a strong focus on providing financial planning and investment management services to individuals and families. The firm has over 250 million dollars in assets under management and a broad client base, offering a range of services to fit different needs. Charles is committed to providing clients with a high level of personalized service and is dedicated to helping them achieve their financial goals.

Firm Information

Charles Powell is currently registered with Signature Equity Partners, LLC. Signature Equity Partners, LLC is a financial advisory firm headquartered in Columbus, Ohio. They provide a range of financial services to individuals, high-net-worth individuals, and other investment advisors. Their services include financial planning, portfolio management, and retirement plan consulting. Signature Equity Partners has 21 licensed agents and manages approximately $250.9 million in assets.
Signature Equity Partners, LLC

445 HUTCHINSON AVENUE

COLUMBUS, OH 43235

$250.94M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting services

Retirement plan consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Powell’s Registration & Firm History

OH

10/16/2023 - Present

Signature Equity Partners, LLC (Mount Vernon OH)

OH

12/23/2016 - 10/24/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (MOUNT VERNON OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles A Powell.
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