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Richea Powell

Haven Wealth Group

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About Richea Powell

Richea Powell is a financial advisor at Haven Wealth Group in Houston, Texas. Richea is a Chartered Financial Analyst and holds Series 2 and Series 63 licenses. Richea has been with Haven Wealth Group since July 2008 and has over 30 years of experience in the financial industry.

Firm Information

Richea Powell is currently registered with Haven Wealth Group. Haven Wealth Group is an investment advisor headquartered in Houston, Texas. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. They manage approximately $285 million in assets for 749 clients.
Haven Wealth Group

1111 NORTH LOOP WEST, STE 1110

HOUSTON, TX 77008-1773

$285.57M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat fee for financial plan

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Richea Powell’s Registration & Firm History

TX

03/23/2018 - Present

Haven Wealth Group (HOUSTON TX)

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Licenses & Designations

BC

Issued 12/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richea Powell.
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