Wendy Lee Sheffield

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

• 01/2019 → 10/2022
  Lpl Financial
  Fort Mill, SC
• 04/2015 → 01/2019
  Self Employed
  Charlotte, NC
• 11/2022 → Present
  Empower Financial Services, Inc.
  Columbia, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-13
• S63 Uniform Securities Agent State Law Examination
  2022-05-16

Other Names

• Wendy Mcevilly
• Wendy Lee Mcevilly
• Wendy Sheffield Hoffer
• Wendy Lee Bradish