David Lemal Powell
Investment adviser representative at Powell Wealth
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$229.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Powell WealthOct 2007 to now
- Powell Financial, Inc.Oct 2007 to now
- Purshe Kaplan Sterling InvestmentsOct 2007 to Mar 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NC).
Powell Wealth
Legal name: Powell Financial, Inc.
$229.2MAssets managed
108Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2510305
- Firm CRD
- 144230