Frank Lee Wilson

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

• 03/2010 → 05/2019
  Morgan Stanely Smith Barney
  Tampa, FL
• 01/2015 → 05/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2019 → 06/2023
  E*Trade Securities Llc
  Temple Terrace, FL
• 08/2019 → 06/2023
  E*Trade Capital Management, Llc
  Temple Terrace, FL
• 06/2019 → 07/2019
  Unemployed
  Tampa, FL
• 01/2023 → 06/2023
  Morgan Stanley
  Temple Terrace, FL
• 08/2023 → Present
  Empower Financial Services, Inc.
  Tampa, FL

Previous Registrations

• 2019-08-16 → 2023-06-23
  Harrisdirect Llc
  Tampa, FL
  Arlington, VA
  Temple Terrace, FL
• 2010-03-30 → 2019-05-06
  Morgan Stanley
  Tampa, FL
  Temple Terrace, FL
• 2007-07-11 → 2010-03-16
  Wells Fargo Clearing Services, Llc
  Saint Petersburg, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2007-04-02 → 2007-05-17
  Morgan Stanley & Co. Llc
  Tampa, FL
• 2005-03-21 → 2007-04-02
  Morgan Stanley Dw Inc.
  Tampa, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2005-02-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Frank Wilson