Michael Allen 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

• 11/1998 → 12/2021
  Cox Bell Powell, Llc
  Myrtle Beach, SC
• 07/2017 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 12/2021 → 05/2025
  Powell Wealth Management, Llc
  Myrtle Beach, SC
• 05/2025 → Present
  Lpl Financial Llc
  Myrtle Beach, SC

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Myrtle Beach, SC
  Rockville, MD
• 2017-09-05 → 2021-04-01
  Grove Point Investments, Llc
  Myrtle Beach, SC
  Rockville, MD
• 2004-01-27 → 2010-11-29
  Uvest Financial Services Group, Inc.
  Myrtle Beach, SC
  Myrtle Beach, SC
  Pawleys Island, SC

Other Businesses

1- 05/2025- Powell Wealth Management, LLC - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/02/2025- 10 hours per month/ during trading 2- 05/2025- Powell Wealth Management, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/14/2021- 10 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-17
• S63 Uniform Securities Agent State Law Examination
  1999-04-12

Other Names

• Allen Powell