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Raymond P
Series 63
Prospect, CT
Cambridge Investment Research Advisors
Raymond Powell Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 33 years of industry experience and has been with Cambridge Investment Research Advisors since 2017. He also operates Powell’s Income Tax Services, a tax preparation business he has run since 1992. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides both discretionary and non-discretionary management across multiple platforms.
Raymond P
CFP®, Series 66
Prospect, CT
Cambridge Investment Research Advisors
Raymond Powell is a CFP®-credentialed financial advisor with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Heritage Financial Services and MFS Investment Management. He also worked at a legal services firm and was involved with Bentley Service Learning & Civic Engagement Center. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals.
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