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William Travis Powell

Vanguard Advisers, Inc.

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About William Travis Powell

William Travis Powell is an investment advisor representative with Vanguard Advisers, Inc. William has been in the industry since February 4, 2013. William is registered with the state of Arizona as both an investment advisor representative and a broker-dealer. William is also registered with the state of Texas as an investment advisor representative. William has passed the Series 63, Series 65, Series 7 and SIE exams. William is a Certified Financial Planner. William specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles. William is a valuable resource for those seeking investment advice and guidance.

Firm Information

William Powell is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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William Powell’s Registration & Firm History

AZ

04/17/2015 - Present

Vanguard Advisers, Inc. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 04/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Travis Powell.
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