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Lisa Mccann

Empower Advisory Group, LLC

Greenwood Village, CO

Puyallup, WA

CRD 7149656

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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 2022-08-10
  • WA RA
    APPROVED
    Since 2022-08-10

Branch Locations

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

Puyallup, 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
Edward Jones St Louis MO 07/2019 12/2019
Farren Fine Fitness Puyallup WA 04/2016 10/2019
Ati Physical Therapy Puyallup WA 10/2015 07/2017
Edward Jones St Louis MO 12/2019 08/2022
Empower Financial Services, Inc Greenwood Village CO 08/2022 Present
Empower Advisory Group, Llc Greenwood Village CO 08/2022 Present
  • 07/2019 → 12/2019
    Edward Jones
    St Louis, MO
  • 04/2016 → 10/2019
    Farren Fine Fitness
    Puyallup, WA
  • 10/2015 → 07/2017
    Ati Physical Therapy
    Puyallup, WA
  • 12/2019 → 08/2022
    Edward Jones
    St Louis, MO
  • 08/2022 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 08/2022 → Present
    Empower Advisory Group, Llc
    Greenwood Village, CO
Previous Registrations
  • 2020-02-20 → 2022-08-02
    Edward Jones
    St Louis, MO
    Puyallup, WA
    Enumclaw, WA
    Puyallup, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-19
  • S66 Uniform Combined State Law Examination
    2020-02-19
Other Names
  • Lisa Jo Mccann

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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