Robert
Powell
Equitable Advisors, LLC
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About this Advisor
Robert Powell is a financial advisor based in Greenville, North Carolina, working with Equitable Advisors, LLC. Robert has previously held positions at Axa Advisors, LLC and Equitable Advisors, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Robert is part of Equitable Advisors, LLC, which operates out of Greenville, North Carolina. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Powell Work History
Equitable Advisors, LLC
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Robert Powell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
Shelton, CT
Erie, PA
Conshohocken, PA
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Rochester, NY
Loveland, CO
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