Unclaimed
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.
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.
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.
Flat fee for financial plan
1
2
TX
03/23/2018 - Present
Haven Wealth Group (HOUSTON TX)
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
Active
Inactive
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