Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Powell is a financial advisor with over 30 years of experience in the financial services industry. Keith is currently registered with Vann Equity Management LLC. Previously, Keith Powell was registered with B.B. Graham & Company, Inc. and SCF Securities, Inc.. Keith specializes in providing financial planning and investment management services to individuals, families, and businesses. Keith also has experience in providing divorce consulting and mediation guidance. Keith is a Certified Financial Planner and holds the Series 7, Series 8, Series 63 and Series 65 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
08/04/2023 - Present
Vann Equity Management LLC (PLANO TX)
TX
09/16/2021 - 07/13/2023
B.B. GRAHAM & COMPANY, INC. (Austin TX)
TX
11/05/2013 - 06/03/2021
SCF SECURITIES, INC. (AUSTIN TX)
TX
03/01/2013 - 06/06/2013
WFG INVESTMENTS, INC. (LAKEWAY TX)
TX
02/21/2008 - 12/10/2012
WADDELL & REED, INC. (AUSTIN TX)
TX
03/21/2006 - 12/03/2007
GIRARD SECURITIES, INC. (HOUSTON TX)
NE
07/28/2004 - 01/05/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
02/13/1992 - 09/11/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
07/15/1991 - 11/05/1991
F.N. WOLF & CO., INC.
IA
Issued 02/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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