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Andrew Douglas Wilson

Empower Advisory Group, LLC

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About Andrew Douglas Wilson

Andrew Douglas Wilson is an Investment Advisor Representative at Empower Advisory Group, LLC. Andrew has been in the securities industry since December 2000 and has a broad range of experience. Andrew holds Series 6, 7, 31, and 63 licenses as well as the SIE and Series 65. Andrew earned the Certified Financial Planner designation and has a proven track record of providing financial guidance to individuals, families, and businesses. Andrew's current firm is Empower Advisory Group, LLC and is located in Greenwood Village, CO. Before joining Empower Advisory Group, LLC, Andrew was a registered representative at Fidelity Brokerage Services LLC.

Firm Information

Andrew Wilson is currently registered with Empower Advisory Group, LLC. Empower Advisory Group, LLC is a financial advisory firm based in Greenwood Village, CO, providing financial planning, portfolio management for individuals, and educational seminars. They manage over $134 billion in assets for a diverse clientele including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm has over 700 investment advisor representatives and is registered with the SEC under number 801-58105.
Empower Advisory Group, LLC

8515 EAST ORCHARD RD 4T2

GREENWOOD VILLAGE, CO 80111

$134.28B

Assets Under Management

18

Total Clients

1,128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Wilson’s Registration & Firm History

CO

09/12/2019 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

MA

12/28/2015 - 04/18/2018

FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)

MA

10/02/2009 - 01/08/2016

AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)

MA

06/01/2009 - 10/20/2009

MORGAN STANLEY SMITH BARNEY (BOSTON MA)

MA

09/25/2009 - 10/09/2009

AMERIPRISE ADVISOR SERVICES, INC. (BOSTON MA)

MA

05/09/2005 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)

NY

02/13/2001 - 05/11/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

TX

09/21/2000 - 01/03/2001

SUMMIT TRADING, INC. (HOUSTON TX)

NC

05/03/2000 - 08/14/2000

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 10/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 10/04/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Douglas Wilson.
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