Robert
Powell
Western International Securities, Inc
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About this Advisor
Robert Powell is a financial advisor who works in Bend, Oregon who has 6 years of relevant experience. Powell is an advisor for Western International Securities, Inc. During their career, the advisor has held roles at Securities America, Inc, Securities America Advisors, Inc, Financial West Group and Western International Securities, Inc. Powell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Western International Securities, Inc is a registered investment company that has its headquarters in Pasadena, CA. The investment advisory business has offices in 119 locations and a total of 424 financial advisors. It manages $4 billion in assets under management across its 12,253 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 28 charities and foundations. Of its 12,253 customer accounts, just 5% are held by high-net-worth clients who have at least $1 million in assets. Western International Securities, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which services are provided. Fee types billed by Western International Securities, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Western International Securities, Inc Brokerage Details
$3,479,601,807
424
12,253
$283,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Powell Work History
Robert has been registered as a financial advisor for 6 years.*
Western International Securities, Inc
Financial West Group
Securities America, Inc
Securities America Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Western International Securities
Pasadena, CA
Westlake Village, CA
Northridge, CA
Pasadena, CA
Pasadena, CA
Crystal Bay, NV
Woodland Hills, CA
Westlake Village, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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