Ezekiel Cole Powell
Investment adviser representative at First Citizens Investor Services, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$2.6BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- First Citizens Investor SerivcesJan 2026 to now
- First Citizens Investor Services, Inc.Apr 2023 to now
- First Citizens BankApr 2023 to Jan 2026
- Fidelity InvestmentsOct 2022 to Apr 2023
- Valic Financial Advisors, Inc.Mar 2022 to Oct 2022
- Thrivent FinancialOct 2021 to Mar 2022
- Thrivent Investment Management IncJun 2021 to Mar 2022
- Southern Evangelical SeminaryAug 2019 to Dec 2021
- Self-employedJun 2016 to Oct 2022
- Heritage Bible CollegeAug 2015 to Apr 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
First Citizens Investor Services, Inc.
$2.6BAssets managed
7,645Clients
323Advisers
26 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
- 7367572
- Firm CRD
- 44430