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Christopher James Powers

Wmgna

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About Christopher James Powers

Christopher Powers is a financial advisor with over 28 years of experience in the financial industry. Christopher currently holds a registration with Wmgna. Christopher has been a registered investment advisor representative since 2018. Christopher is licensed in Connecticut. In addition to his work with Wmgna, Christopher is also a registered insurance agent. Prior to working with Wmgna, Christopher was registered with Triad Advisors LLC and RBC Capital Markets, LLC. Christopher has passed the Series 31, Series 7, Series 63, and Series 65 exams.

Firm Information

Christopher Powers is currently registered with Wmgna. Wmgna is an investment advisory firm located in FARMINGTON, CT. The firm manages approximately $191,405,726 in regulatory assets under management. They offer financial planning, portfolio management for individuals and selection of other advisers services. Wmgna primarily serves individuals, with a client base of 94 high-net-worth individuals and 205 individuals other than high-net-worth.
Wmgna

10 TALCOTT NOTCH ROAD

FARMINGTON, CT 06032

$191.41M

Assets Under Management

3

Total Clients

3

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.

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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Christopher Powers’s Registration & Firm History

CT

12/10/2018 - Present

Wmgna (FARMINGTON CT)

CT

10/07/2019 - 08/23/2024

TRIAD ADVISORS LLC (Farmington CT)

CT

11/28/2005 - 07/25/2018

RBC CAPITAL MARKETS, LLC (Farmington CT)

CT

01/24/1995 - 12/20/2005

ADVEST, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 09/22/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 01/23/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher James Powers. Review regulatory record here.
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