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Advisors / North Carolina / Charlotte
9yrs

Emma Powers

Financial advisor at Laurel Wealth Advisors

Based in Charlotte, North Carolina, Emma Powers is a fiduciary financial advisor with 9 years of industry experience. Emma joined Laurel Wealth Advisors in 2024, after a year at Morgan Stanley and a year at Merrill. Laurel Wealth Advisors offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.

One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.

Charlotte, NC 28204Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1355 Greenwood Cliff Suite. 301, Charlotte, NC 28204
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.98 million
Advisors at the firm6
States licensed ?1 state

Services through Laurel Wealth Advisors

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
  2. Jun 2018 – Mar 2019
    Morgan StanleyPreviously
  3. Sep 2017 – May 2018
    MerrillPreviously

Questions to ask Emma

Tailored to Emma’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Emma

How do I contact Emma?

Call Laurel Wealth Advisors at 704-927-4379 and ask for Emma Powers. Emma works from the Charlotte, NC office.

How long has Emma been a financial advisor?

Emma has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Emma hold?

Series 65, Series 66. Tap any license on this page to see what it allows.

Is Emma a fiduciary?

Emma is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Emma paid?

Laurel Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Emma 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.

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