Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Powers is a financial advisor with Truist Advisory Services, Inc. located in RICHMOND, VA. David has been in the industry since 2016 and has held various positions at prominent firms including Davenport & Company LLC and BB&T SECURITIES, LLC. David is a Certified Financial Planner and holds Series 7, Series 63 and SIE licenses. David is registered in 24 states and the District of Columbia and works with a wide range of clients including individuals, high net worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
12/17/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
08/15/2017 - 12/18/2020
DAVENPORT & COMPANY LLC (RICHMOND VA)
DC
02/19/2016 - 08/03/2017
COMMONWEALTH FINANCIAL NETWORK (WASHINGTON DC)
BC
Issued 03/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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