Emma Izard Powers

Employer firm

Laurel Wealth Advisors, LLC CRD 118469

$1.11B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2017 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 06/2017 → 05/2018
  Bank Of America, N.A.
  Jacksonville, FL
• 09/2014 → 06/2017
  Outdoor Pursuits
  Winston Salem, NC
• 08/2013 → 05/2017
  Wake Forest University
  Winston Salem, NC
• 06/2018 → 03/2019
  Morgan Stanley
  Charlotte, NC
• 04/2019 → 07/2019
  Signature Consultants
  Charlotte, NC
• 07/2019 → 04/2021
  Bank Of America Securities, Inc.
  Charlotte, NC
• 07/2023 → Present
  Laurel Wealth Advisors, Llc
  Charlotte, NC
• 08/2024 → Present
  Laurel Wealth Advisors, Llc
  Charlotte, NC
• 05/2021 → 05/2023
  Ernst And Young
  Charlotte, NC

Previous Registrations

• 2018-06-18 → 2019-03-15
  Morgan Stanley
  Charlotte, NC
• 2017-09-26 → 2018-05-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-16
• S66 Uniform Combined State Law Examination
  2017-09-23

Other Names

• Emma Izard
• Emma Virginia Izard
• Emma Izard Powers