Raymond Luis Powell
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2026 to now
- Cambridge Investment Research, Inc.Sep 2025 to now
- Heritage Financial Services, LLCJun 2021 to now
- MFS Investment ManagementJun 2020 to Aug 2020
- Afiens Legal SlpJun 2019 to Aug 2019
- Bentley Service Learning & Civic Engagement CenterJan 2019 to May 2021
- Avon Prime MeatsMar 2018 to Aug 2018
- Powell's Financial PlanningJan 2015 to Apr 2017
- Full Time StudentJan 2013 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7744584
- Firm CRD
- 134139