Tiffany Jolene Dugas

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

• 09/2014 → 04/2019
  Charles Schwab & Co., Inc.
  Temecula, CA
• 09/2014 → 04/2019
  Charles Schwab Bank
  Temecula, CA
• 02/2016 → Present
  Real Estate/Property Management
  Colorado Springs, CO
• 04/2019 → 04/2024
  Valic Financial Advisors, Inc.
  Orange, CA
• 12/2022 → Present
  Agia
  Houston, TX
• 04/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 04/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO

Previous Registrations

• 2019-04-16 → 2024-04-23
  Valic Financial Advisors, Inc.
  Glendale, CA
• 2014-10-10 → 2019-04-23
  Charles Schwab & Co., Inc.
  Temecula, CA
  Carlsbad, CA
• 2008-03-11 → 2014-10-02
  Strategic Advisers Llc
  Lone Tree, CO
  San Diego, CA
• 2006-06-06 → 2008-01-07
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

Start date 10/26/2017, BHW Energy Partners, Mineral Rights Owner, Forth Worth TX I will possibly receive royalty payments and an initial bonus payment for oil, gas, and mineral rights that are owned by my family. I inherited a portion of my grandfather's ownership. Hour per month less than 20 AGIA POSITION: a/a NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products - Receiving trailing commissions only on previously sold business completed on or before 4/19/2024. No solicitation or servicing of any business.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-28
• S63 Uniform Securities Agent State Law Examination
  2005-09-23

Designations

• Certified Financial Planner

Other Names

• Tiffany Jolene Marley
• Tiffany Jolene Valentine
• Tiffany Marley Whitener
• Tiffany Marley Whitener
• Tiffany Jolene Marley
• Tiffany Jolene Dugas
• Tiffany Dugas