Ronald Powell (CRD# 6604736) is an Investment Advisor Representative working at Blue Wealth Inc. in Charlotte, NC and has over 8 years of experience in the finance industry. Ronald Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Wealth Inc. | Charlotte, NC | May 2024 - Current | < 1 |
| Blue Financial, Inc. | Charlotte, NC | Dec 2014 - Current | 9 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2019 - May 2024 | 5 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jan 2016 - Apr 2019 | 3 |
| Full Time Education (north Carolina State University) | Raleigh, NC | Feb 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- NC
- SC
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NC, SC, TX
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