Heidi Ann Larson Lane

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

• 04/2019 → 06/2023
  Primerica Financial Services
  Cumming, GA
• 01/2013 → 04/2019
  Self Employed
  Dahlonega, GA
• 02/2020 → 06/2023
  Pfs Investments Inc.
  Cumming, GA
• 01/2021 → 06/2023
  Jackson Hewitt Tax Service
  Gainsville, GA
• 06/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 10/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2021-11-23 → 2023-06-21
  Pfs Investments Inc.
  Cumming, GA

Other Businesses

-- HAW THEN HEE, LLC, NON INVESTMENT RELATED, CUMMING, GA 30041, PARTNER, CHILDREN'S BOOKS. START DATE: 1/2023. APPROXIMATELY 20 HOURS A MONTH, WITH 0 HOURS DURING SECURITIES TRADING HOURS. I AM A PARTNER/CO-AUTHOR IN AN LLC THAT IS PUBLISHING A CHILDREN'S BOOK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-13
• S63 Uniform Securities Agent State Law Examination
  2020-05-14

Other Names

• Heidi Ann Larson