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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-29-2004
- Office Locations
- 1
Office Locations
About Read & Powell Financial Services, LLC
Read & Powell Financial Services, LLC is an Elko, NV-based advisory serving retail and institutional clients, providing financial planning and discretionary asset management with tax, estate, insurance, and business-succession support. Portfolios commonly use ETFs and public funds in an asset-allocation approach. Custody includes Fidelity/NFS, and the firm uses eMoney for planning workflows.
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Owner & Executives
NICK STANLEY KONAKIS
Investment Advisor Representative, Managing Member
- CRD
- #4123105
- Ownership
- 50% but less than 75%
Eric Lynn Wiseman
Chief Compliance Officer
- CRD
- #6882348
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DIANE B. RICE
Vice President
- CRD
- #4252745
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,688,386 | $248,736 |
| Non-Discretionary | $0 | -- |
| Total | $159,688,386 | $248,736 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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