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Christopher James Powers

Investment adviser representative at Wmgna
16 yearsExperience
1 stateRegistered in
$346.4MFirm assets
2 yearsFirm in business

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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

Experience

16 years in the industry.

  1. Arkadios CapitalNov 2024 to now
  2. WmgnaDec 2018 to now
  3. Wealth Management Group of North America, LLCSep 2018 to now
  4. Osaic Wealth, Inc.Aug 2024 to Nov 2024
  5. Triad AdvisorsOct 2019 to Aug 2024
  6. City National BankMay 2018 to Jun 2018
  7. RBC Capital Markets, LLCMar 2008 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 1 state (CT).

Wmgna

Legal name: Wealth Management Group of North America, LLC

$346.4MAssets managed
326Clients
4Advisers
2 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
2578640
Firm CRD
125765
Advisor's SEC record (opens in a new tab)
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