Jacqueline L Powell

Current Employers

Employment History

• 06/1999 → 07/2020
  Jacqueline L. Powell & Associates, Inc.
  Carlisle, PA
• 10/2007 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Carlisle, PA
• 07/2020 → Present
  Jacqueline L. Powell Financial Services
  Carlisle, PA
• 05/2022 → Present
  Alliance Financial
  Carlisle, PA

Previous Registrations

• 2007-10-03 → 2018-02-20
  Invest Financial Corporation
  Carlisle, PA
  Appleton, WI
  Carlisle, PA
  Newville, PA
  Appleton, WI
• 2002-04-15 → 2012-11-16
  Jacqueline L. Powell & Associates, Inc.
  Carlisle , PA
• 2007-06-20 → 2007-10-05
  Cetera Wealth Services, Llc
  Carlisle, PA

Other Businesses

1. 02/14/2018 - BROOKWOOD OFFICE BUILDINGS - Not Investment Related - 43 BROOKWOOD AVE, CARLISLE, PA 17015 - Real Estate Rental - Co-Owner. 2. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Sales - Start Date 1/1/2016 - 3 Hours Per Month - Life, LTC. 3. 02/14/2018 - BROOKWOOD OFFICE BUILDINGS - Not Investment Related - 43A BROOKWOOD AVE, CARLISLE, PA 17015 - Real Estate Rental - Co-Owner. 4. 11/13/2017 - Jacqueline L. Powell & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Owner - Start Date - 1/1/2002. 5. 7/20/2020 - Alliance Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2020 - 80 Hours Per Month During Securities Trading. 6. 07/29/2022 - Fox Financial, Inc - DBA: Alliance Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 05/18/2022 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Alliance Financial, an independent investment advisor firm. I started this business activity in 07/2022. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-07-23
• S63 Uniform Securities Agent State Law Examination
  1982-09-16

Designations

Other Names

• Jacqueline Anne Powell
• Jacqueline Learned
• Jacqueline Learned Powell