Unclaimed
Brian Vance is an investment advisor representative with Empower Advisory Group, LLC, located in Greenwood Village, CO. Brian Vance has 10 years of experience in the financial services industry. Prior to joining Empower Advisory Group, LLC, Brian Vance was an advisor representative at AXA Advisors, LLC. Brian Vance is licensed to sell securities in Texas and has passed the Series 66, Series 7 and SIE exams. Brian Vance specializes in providing financial planning, portfolio management for individuals, and educational seminars to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TX
05/03/2013 - 03/14/2018
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 05/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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