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Paul Lex Powell

Expert Financial Advisor & Portfolio Manager

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Paul Lex Powell

Paul Lex Powell

CRD: 2972939 Broker & Financial Advisor

Current Firm

Kestra Investment Services, LLC

ABOUT Paul Lex Powell

PROFILE: Paul Lex Powell is a financial professional with 19 years of experience in the securities and investment advisory industry. Also known as Paul L Powell, he was previously registered as both a Broker and Investment Adviser. His most recent registration was with Kestra Investment Services, LLC in Dothan, Alabama, where he was registered from 2014 to 2017. Before Kestra, Paul spent eight years with Financial Telesis Inc and also held registrations with NBC Securities, Wachovia Securities Financial Network, CapTrust Financial Advisors, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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Qualifications

  • Licensed Broker — Previously registered as a Broker
  • Investment Adviser — Previously registered as an Investment Adviser
  • FINRA Registered — Previously maintained FINRA broker registration

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

19 years

19 years. Paul Lex Powell has built an extensive career in financial services, with experience at several financial institutions including Kestra Investment Services, Financial Telesis, NBC Securities, Wachovia Securities Financial Network, CapTrust Financial Advisors, and Merrill Lynch.

Professional Statistics

38
Years of Experience
6
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

Dothan, AL

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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