Ian Powell, financial advisor Burleson TX

Ian Powell

CRD Number: 7269339
Current Firm: Financial Serenity, LLC

Ian Powell (CRD# 7269339) is an Investment Advisor Representative working at Financial Serenity, LLC in Burleson, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Serenity, LLC Burleson, TX May 2022 - Current 1
Woodbury Financial Services Inc. Burleson, TX Aug 2021 - Jun 2022 < 1
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Interactive Financial Advisors Burleson, TX Sep 2020 - Aug 2021 < 1
Battle Born Financial Advisor Burleson, TX Sep 2020 - Feb 2021 < 1
United Parcel Service Arlington, TX Aug 2019 - Feb 2021 1
Conrad Training & Services Burleson, TX Jan 2019 - Feb 2021 2
Fts International Fort Worth, TX Feb 2012 - Feb 2019 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2020
S63 Uniform Securities State Law Examination Apr 2021
Contact Info for Ian C. Powell
Phone Number: 8173815393
Registered State(s):
  • TX
Current Firm Details
Financial Serenity, LLC
Firm's CRD Number: 321853
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $36,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

GA, NC, TX

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