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Michael John Powers

Charles Schwab & CO., Inc.

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About Michael John Powers

Michael John Powers is an active investment advisor representative with Charles Schwab & CO., Inc. based in Irmo, South Carolina. Michael Powers holds the Series 66, Series 7, and the SIE exams and has been in the industry since 2016. Michael Powers has also held previous roles with TD AMERITRADE, INC., MML INVESTORS SERVICES, LLC, and First Command Financial Planning, Inc. Michael Powers is registered with the state of South Carolina, and Texas. Michael Powers's current firm, Charles Schwab & CO., Inc., offers advisory services including financial planning and selection of other advisors. The firm's approximate asset amount is more than $50 billion.

Firm Information

Michael Powers is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Michael Powers’s Registration & Firm History

SC

10/23/2020 - Present

Charles Schwab & CO., Inc. (Irmo SC)

SC

01/24/2019 - 04/28/2020

TD AMERITRADE, INC. (COLUMBIA SC)

SC

10/13/2017 - 09/19/2018

MML INVESTORS SERVICES, LLC (COLUMBIA SC)

TX

06/16/2016 - 03/24/2017

FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 07/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael John Powers.
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