Powers Investment Advisory
21yrs
More experience than 63% of advisors in Ohio
43yrs
William Powers
Full name on record: William Patrick Powers
Financial advisor at Powers Investment Advisory
William Powers is a financial advisor in Highland Heights, Ohio, with 43 years in the industry. William joined Powers Investment Advisory in 2009, a firm offering investment management. William holds the CFP® designation.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Ohio
OfficeHighland Heights, OH
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.1 million
Advisors at the firm2
States licensed ?1 state
Services through Powers Investment Advisory
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowPowers Investment Advisory CorporationCurrent firm
Contact William
(440) 442-4483Powers Investment Advisory main office Highland Heights, OHOffice · Get directions Firm websiteHTTP://WWW.POWERSIAC.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Powers Investment Advisory at (440) 442-4483 and ask for William Powers. William works from the Highland Heights, OH office.
How long has William been a financial advisor?
William has been in the industry since 1983, about 43 years. Top 1% by experience in Ohio.
What licenses does William hold?
Series 63. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is William paid?
Powers Investment Advisory reports being paid by a percentage of the assets they manage. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.