Robert Cory Powell
Investment adviser representative at Ascentis Independent Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Ascentis Independent Advisors, LLCOct 2026 to now
- Peak Brokerage Services, LLCOct 2026 to now
- Concurrent AdvisorsJan 2021 to Mar 2023
- Raymond James Financial Services Advisors, Inc.Aug 2018 to Oct 2026
- Raymond James Financial Services, Inc.Aug 2018 to Oct 2026
- Raymond James & AssociatesJul 2011 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 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
- 5960161
- Firm CRD
- 322879