Trevor Bell

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 10/2017
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 06/2015 → 01/2017
  Holiday Inn
  Denver, CO
• 07/2018 → 05/2019
  Jpmorgan Chase Bank, N.A.
  Littleton, CO
• 10/2017 → 07/2018
  Unemployed
  Denver, CO
• 06/2019 → 02/2020
  Familywealth Advisers, Llc
  Denver, CO
• 02/2020 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Missoula, MT
• 04/2017 → 04/2019
  Colorado State University-Global Campus
  Aurora, CO
• 03/2020 → 09/2022
  Bank Of America N.A.
  Missoula, MT
• 10/2022 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 01/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2020-03-09 → 2022-10-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Missoula, MT
  New York, NY
• 2019-06-26 → 2020-02-05
  Familywealth
  Lake Mary, FL
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-26
• S63 Uniform Securities Agent State Law Examination
  2015-09-28

Other Names

• Trevor J Bell
• Trevor Bell
• Trevor James Bell