Charles A Powell
Investment adviser representative at Signature Equity Partners, LLC
22 yearsExperience
1 stateRegistered in
$688.1MFirm assets
3 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
22 years in the industry.
- Signature Equity Partners, LLCOct 2023 to now
- Osaic Wealth, Inc.Sep 2023 to now
- Cambridge Investment Research, Inc.Sep 2015 to Oct 2023
- Utility Pipeline LtdOct 2004 to Sep 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Signature Equity Partners, LLC
$688.1MAssets managed
1,716Clients
34Advisers
3 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
- 6562061
- Firm CRD
- 327455