Nik Harmon Powell

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Raymond James Financial Services, Inc
  Portland, OR
• 10/2014 → Present
  Onpoint Community Credit Union
  Portland, OR
• 10/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Portland, OR
• 10/2014 → 01/2022
  Onpoint Wealth Management And Investment Services
  Portland, OR

Previous Registrations

• 2012-05-19 → 2014-10-20
  Cuso Financial Services, L.P.
  Portland, OR
  Bend, OR
  Portland, OR
  Portland, OR
  Bend, OR

Other Businesses

(1)Name of Business: DBA: OnPoint Investment Services Address: 1100 NE Weidler Street, Portland, OR, 97232, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2012-05-14
• S63 Uniform Securities Agent State Law Examination
  2004-07-31