TrueAdvisor
TrueAdvisor
IP
IP

Ian Conrad Powell

Financial Serenity, LLC
5 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingInsurance Planning
Financial Serenity, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
76 clients
Average Client Portfolio
$84K average
Assets Under Management
$6.4M

Location

Burleson, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Financial Serenity, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Woodbury Financial Services, INC.
August 2021 - June 2022 · 10 mos
Woodbury Financial Services, INC.Broker
August 2021 - June 2022 · 10 mos
Fortune Financial Services, INC.Broker
March 2021 - August 2021 · 5 mos
Interactive Financial Advisors
September 2020 - August 2021 · 11 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.