linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bernard John Layon

Empower Advisory Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bernard? Claim Your Profile

About Bernard John Layon

Bernard Layon is an investment advisor representative associated with Empower Advisory Group, LLC and has been in the industry since October 2007. Bernard is currently registered with the state of Massachusetts. Bernard holds the Series 7TO, Series 63, and Series 65 licenses. They have also passed the SIE exam. Bernard's previous employment includes Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.

Firm Information

Bernard Layon 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bernard Layon’s Registration & Firm History

CO

01/03/2019 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

MA

01/01/2008 - 01/23/2008

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

MA

06/04/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

Not sure if Bernard John Layon is right for you?

Licenses & Designations

IA

Issued 12/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard John Layon.
Not sure if Bernard John Layon is right for you?