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Bertrand Brisbane

Empower Advisory Group, LLC

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About Bertrand Brisbane

Bertrand Brisbane is a financial advisor with Empower Advisory Group, LLC. Bertrand has been in the financial industry since September 18, 2000. Bertrand is licensed to provide financial advice in 46 states and is also a registered investment advisor in California.

Firm Information

Bertrand Brisbane 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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Bertrand Brisbane’s Registration & Firm History

CO

05/21/2024 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

CA

10/19/2006 - 01/10/2024

CHARLES SCHWAB & CO., INC. (Brea CA)

TX

08/05/2008 - 12/31/2008

401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)

AZ

12/19/2003 - 10/12/2006

WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)

IL

09/29/2000 - 12/19/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MA

07/31/2000 - 09/19/2000

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

NJ

03/10/2000 - 06/07/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 04/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bertrand Brisbane.
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