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 LPL Financial Corp.,
a Registered Broker/Dealer Firm and Member FINRA/SIPC

For information on FINRA, please visit: www.finra.org

For information on SIPC, please visit: www.sipc.org

To receive more specific information about securities, investments, or the Stock Market
please visit our website at our brokerage firm, LPL Financial 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 LPL Financial Corp.,
a Registered Broker/Dealer Firm and Member FINRA/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 LPL Financial Corp., a Registered Investment Advisor Firm and Member FINRA/SIPC

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

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