David Powell – Financial Advisor
David Powell CRFA™
Office : 321-752-2222 x 9360
Serves all of Deland, Deltona, Palm Coast, Orange City and Daytona.
“I believe that in order for my members to have a successful retirement, it is important as their retirement advisor that I keep a close eye on my members’ goals both present and future. Knowing what is happening in my members’ lives gives me the ability to help my members make the most of their retirement options.”
Registered Securities Licenses
- Registered through CUSO Financial Services, L.P. our broker–dealer
- NASD Series 7 General Securities Representative
- NASD Series 66 Uniform Combined State Law
- NASD Registrations to serve members in Florida, California, and Oregon.
Additional Qualifications
- Certified Retirement Financial Advisor
- California Insurance License as Life & Variable Contracts Agent – OE39851
- Florida Insurance License as Life, Health, & Variable Annuity – P083635
Previous Experience
Before joining the Space Coast family, Mr. Powell had been serving the retirement and financial services needs of members at Redwood Credit Union since the turn of the century. He is not only a licensed financial advisor who can help with all types of investments and tax planning issues, but David has also been trained by and accepted into the Society of Certified Retirement Financial Advisors. Mr. Powell has chosen to specialize in helping those who are interested in retirement planning, avoiding unnecessary risks with retirement savings, and having reliable long term income for their retirement years. He has received extensive education and training specifically dealing with the many complex financial issues that surround the many retirement accounts and tax shelters that are used both here in Central Florida, and around the country
*For tax advice, consult a qualified tax professional.
Products and services offered through CUSO Financial Services, L.P., are not NCUA or NCUSIF insured, not credit union guaranteed, and may lose value. Financial advisors are employees of Space Coast Credit Union and registered representatives of CFS. Space Coast Credit Union is in partnership with CFS. (Member FINRA/SIPC)
