Best Investors Account Sign in
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:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-04-03
  • WA RA
    APPROVED
    Since 2023-04-03

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Vancouver, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 08/2017 06/2019
Fisher Investments Camas WA 06/2019 08/2021
Unemployed/ Travel Various 05/2017 08/2017
University Of Missouri Columbia MO 09/2013 05/2017
Personal Capital Advisors Corporation Vancouver WA 10/2021 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 Present
Empower Financial Services, Inc Greenwood Village CO 09/2024 Present
  • 08/2017 → 06/2019
    Camas, WA
  • 06/2019 → 08/2021
    Camas, WA
  • 05/2017 → 08/2017
    Unemployed/ Travel
    Various
  • 09/2013 → 05/2017
    University Of Missouri
    Columbia, MO
  • 10/2021 → 04/2023
    Personal Capital Advisors Corporation
    Vancouver, WA
  • 04/2023 → Present
    Greenwood Village, CO
  • 09/2024 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
Previous Registrations
  • 2021-11-01 → 2023-04-03
    Personal Capital Advisors Corporation
    Greenwood Village, CO
    Vancouver, WA
  • 2019-08-05 → 2021-08-31
    Plano, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-26
S65 Uniform Investment Adviser Law Examination 2019-08-05
  • S63 Uniform Securities Agent State Law Examination
    2024-10-26
  • S65 Uniform Investment Adviser Law Examination
    2019-08-05
Other Names
  • Joshua Andrew Mcclellan

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Greenwood Village, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor