CA
Carol Ann Powell
CRD 2125134
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Magnolia Capital Management, Ltd. | Registered representative | 07/20/2026 |
| Harper Capital Management, Ltd. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Magnolia Capital Management, Ltd.
Treasurer & Director · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗