Ralph Sadler Powell
Investment adviser representative at Vanderbilt Advisory Services
21 yearsExperience
1 stateRegistered in
$2.1BFirm assets
13 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
21 years in the industry.
- Vanderbilt Advisory ServicesOct 2023 to now
- Vanderbilt Financial Group.Sep 2023 to now
- MML Investors Services LLCJun 2023 to Sep 2023
- Massmutual Life Insurance CoJun 2023 to Aug 2023
- First Citizens Investor Services, Inc.Apr 2002 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NC).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 2596347
- Firm CRD
- 116537