Unclaimed
Lindel Blair Powell is a financial advisor at PFS Investments Inc. Lindel Powell has been in the industry since 2016. Lindel Powell holds the Series 6, Series 63, and SIE licenses. Lindel Powell is registered in Texas, Virginia, and Florida. PFS Investments Inc. is a registered investment advisor. PFS Investments Inc. manages over $8 billion in assets. The firm serves a variety of client types including individuals, corporations, charitable organizations, and high-net-worth individuals. PFS Investments Inc. provides a range of services including portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/22/2016 - Present
PFS Investments Inc. (DALLAS TX)
BC
Issued 04/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lindel Powell is the right advisor for you? Invested Better is here to help.