Lacey Ashlyn Cobb

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

• 01/2010 → 07/2018
  Polaris Equity Management, Inc.
  San Francisco, CA
• 01/2013 → 07/2018
  Polaris Greystone Financial Group, Llc
  San Rafael, CA
• 08/2018 → Present
  Personal Capital
  San Francisco, CA
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2018-08-07 → 2023-04-03
  Personal Capital Advisors Corporation
  Greenwood Village, CO
• 2016-07-28 → 2018-07-16
  Polaris Wealth Advisory Group
  San Rafael, CA
• 2010-07-19 → 2016-10-31
  Polaris Equity Management, Inc.
  San Rafael, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-14

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Lacey Cobb
• Lacey Cobb Amadea