William Howard Powers

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

• 08/1985 → Present
  Powers Financial Resources Llc
  Bloomfield Hills, MI
• 01/2013 → 07/2023
  Cetera Advisors Llc
  Denver, CO
• 07/2023 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI

Previous Registrations

• 2007-04-13 → 2023-07-26
  Cetera Advisors Llc
  Greenwood Village, CO
  Bloomfield Hills, MI

Other Businesses

1) 07/24/2023 - Powers Financial Resources LLC / Real Estate Rental / Owner - Star date 06/01/2004 - 1 Hrs per month 2) 07/24/2023 - POWERS FINANCIAL RESOURCES LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 150 Hrs per month 3) 07/24/2023 - Powers Financial Resources LLC / Non-Variable Insurance / Investment Related / Bloomfield Hills MI / Start date 01/01/1995 -2 Hrs per month 4) 07/24/2023 - HEDGEHOG HEALTH / For-Profit Board Member / Not Investment Related / Royal Oak, MI / Start date 10/01/2022 - 2 Hrs per month 5) 07/24/2023 - Wendy W. Powers 2021 Irrevocable - Investment Related - Home Based - Act in a Fiduciary Capacity - Start Date 11/20/2020 - 2 Hours Per Month/ 0 Hours During Trading - Time Spent 2% 6) 01/06/2025 - Wesie Powers LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:12/01/2024 - 2 Hrs/Mth - 2 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-16
• S63 Uniform Securities Agent State Law Examination
  1983-01-18

Designations

• Chartered Financial Consultant

Other Names

• William Howard Jr Powers