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Charles Guyler Powell

Powell Wealth

Cornelius, NC

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Current Employers
Powell Wealth

17818 Statesville Rd Suite 221, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-03-08
  • NC RA
    APPROVED
    Since 2022-03-08

Branch Locations

17818 Statesville Rd Suite 221, Cornelius, NC 28031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Powell Wealth Cornelius NC 03/2022 Present
Powell Wealth Cornelius NC 11/2021 03/2022
Grant Thornton, Llp Charlotte NC 10/2019 05/2021
Kenan-Flagler Business School Chapel Hill NC 06/2018 06/2019
Fuxing Asset Management Co., Ltd. Shanghai 05/2017 08/2017
Unc Chapel Hill Chapel Hill NC 08/2014 05/2018
Not Employed Charlotte NC 07/2019 09/2019
Grant Thornton, Llp Charlotte NC 06/2021 11/2021
  • 03/2022 → Present
    Powell Wealth
    Cornelius, NC
  • 11/2021 → 03/2022
    Powell Wealth
    Cornelius, NC
  • 10/2019 → 05/2021
    Grant Thornton, Llp
    Charlotte, NC
  • 06/2018 → 06/2019
    Kenan-Flagler Business School
    Chapel Hill, NC
  • 05/2017 → 08/2017
    Fuxing Asset Management Co., Ltd.
    Shanghai
  • 08/2014 → 05/2018
    Unc Chapel Hill
    Chapel Hill, NC
  • 07/2019 → 09/2019
    Not Employed
    Charlotte, NC
  • 06/2021 → 11/2021
    Grant Thornton, Llp
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-18
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18
Other Names
  • Charley Powell

View on SEC IAPD

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EDWIN BENNETT GRESHAM
Kimberly Belk Kaylor
Jarred Allen West
LARKIN WOBBE

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

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