A complete list of active advisors currently associated with E. E. Powell & Company Inc.

Warmer can help you find a great advisor at E. E. Powell & Company Inc. or one who fits your needs even better.

E.E. Powell & Company Inc. provides discretionary and non‑discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations and other businesses, and offers advice across a broad set of securities and products. Although the brochure lists those client types, it discloses that the firm had no discretionary or non‑discretionary assets under management as of the brochure date. The firm tailors investment advice to each client’s objectives and may be granted trading discretion to select securities, brokers and commission rates; its stated methods include fundamental analysis, modern portfolio theory, and both long‑ and short‑term trading strategies. Cash management is handled through a single custodian money‑market sweep, and the firm discloses it may recommend complex or higher‑risk instruments such as leveraged ETFs, structured products, warrants and REITs. Distinctively, E.E. Powell operates as both a registered investment adviser and a registered broker‑dealer, and advisory personnel also act as registered representatives and insurance agents, earning commissions and 12b‑1 fees in addition to advisory fees — a structure the brochure identifies as creating conflicts of interest and that includes the firm’s routine practice of directing brokerage to E.E. Powell & Company/Pershing. The brochure also notes the firm does not participate in wrap fee programs and emphasizes disclosures and procedures for principal and aggregated trading, underscoring a different operating profile than many peer advisory teams.

To learn more about the advisors currently working at E. E. Powell & Company Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.