Charles Groome Powell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2013 → 02/2024
  Allstate Insurance Company
  Virginia Beach, VA
• 02/2013 → 08/2023
  Powell Custom Financial Management Llc
  Virginia Beach, VA
• 03/2024 → 09/2024
  Mml Investors Services, Llc
  Virginia Beach, VA
• 01/2024 → 09/2024
  Massmutual Life Insurance Company
  Virginia Beach, VA
• 10/2022 → 02/2024
  Allstate Financial Advisors Llc.
  Virginia Beach, VA
• 10/2022 → 02/2024
  Allstate Financial Services Llc
  Virginia Beach, VA
• 05/2013 → 06/2022
  Allstate Financial Services Llc.
  Virginia Beach, VA
• 05/2013 → 06/2022
  Allstate Financial Advisors Llc
  Virginia Beach, VA
• 10/2024 → Present
  Lpl Financial Llc
  Chesapeake, VA

Previous Registrations

• 2024-03-01 → 2024-10-03
  Mml Investors Services, Llc
  Virginia Beach, VA
  Poquoson, VA
  Mclean, VA
  Virginia Beach, VA
• 2022-10-14 → 2024-02-14
  Allstate Financial Advisors, Llc
  Virginia Beach, VA
• 2013-05-08 → 2022-06-30
  Allstate Financial Advisors, Llc
  Hampton, VA
  Hampton, VA
• 2011-07-25 → 2013-02-27
  Waddell & Reed
  Virginia Beach, VA

Other Businesses

1) 09/2024 - COASTAL VA WEALTH GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 09/2024 - Real Estate Rental / Owner / Inv. Related / VA. 23662 / Start date 07/01/2008

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-23
• S63 Uniform Securities Agent State Law Examination
  2005-05-27

Other Names

• Charles Powell
• Charles Groome Powell