Frederick E. (Rick) Powell III
Chartered Financial Consultant

Call me:

Voice phone:
Toll Free:
Fax Phone:

602-273-0440
877-273-0440
480-907-1338

E-mail me:

rick.powell@primoris-financial.com
 
 
 
"I defend hard working business
people from the ravages of time,
inflation, and the IRS."

Securities and financial planning services through Linsco/Private Ledger Corp.,
a Registered Broker/Dealer Firm and Member NASD/SIPC

To receive more specific information about securities, investments, or the Stock Market
please visit our website at our brokerage firm, Linsco/Private Ledger Corp.
Our clients may also view their account information using the LPL Account View service from this website.
Investment Products:
  • Mutual Funds of all types
  • Stocks and Bonds
  • Fixed Annuities (deferred and immediate)
  • Variable Annuities
  • Limited Partnerships (for qualified investors)

Insurance Products:

  • Life Insurance

    Variable Life Insurance
    Whole Life and Universal Life Insurance
    Temporary (Term) Life Insurance

  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance (for individuals and groups)
  • Medical Malpractice Insurance (for physicians)
Securities and financial planning services through Linsco/Private Ledger Corp.,
a Registered Broker/Dealer Firm and Member NASD/SIPC

Professional Qualifications:

  • Owner, Primoris Financial Solutions Co.
  • Chartered Financial Consultant
  • Registered Principal with Linsco/Private Ledger
  • Investment Advisory Representative with Linsco/Private Ledger
  • Member, Society of Financial Service Professionals
  • BA degree from Vanderbilt University in Economics and Mathematics
  • Retirement Planning
  • Investment Planning
  • Pension Planning
  • Estate Planning Services

    Estate Distribution Planning
    Estate Tax Reduction Planning

  • Business Succession Planning
  • Employee Benefits Design Services
Securities and financial planning services offered through the Registered Investment Advisor of Linsco/Private Ledger Corp., a Registered Investment Advisor Firm and Member NASD/SIPC

Primoris Financial Solutions Co.
11240 North Tatum Blvd.
Suite 110
Phoenix, AZ 85028

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