Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evangeline? Claim Your ProfileEvangeline Lodwick is an active investment advisor representative and registered representative with Empower Advisory Group, LLC. Evangeline has been in the industry since 1997 and has held various roles at several financial institutions. Prior to joining Empower Advisory Group, LLC, Evangeline was a financial advisor at Verity Investments, Inc. and Valic Financial Advisors, Inc. Evangeline specializes in providing financial planning and portfolio management services for individuals, charitable organizations, and pension and profit-sharing plans. Evangeline is registered to offer investment advisory services in North Carolina and is also registered as a broker-dealer in all 50 states, the District of Columbia, and Puerto Rico.
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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2
NC
07/21/2023 - Present
Empower Advisory Group, LLC (Troutman NC)
NC
08/09/2021 - 01/03/2022
VERITY INVESTMENTS, INC. (DURHAM NC)
NC
09/28/2018 - 06/18/2021
VALIC FINANCIAL ADVISORS, INC. (GREENSBORO NC)
NC
03/03/2014 - 01/30/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
03/12/2004 - 02/18/2014
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (WILMINGTON NC)
MA
10/08/2002 - 08/13/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/08/2002 - 08/13/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NC
06/05/2002 - 10/16/2002
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NY
01/24/2001 - 04/12/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NC
02/10/2000 - 12/22/2000
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NC
06/18/1999 - 01/18/2000
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
MA
11/12/1997 - 06/24/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MN
01/28/1997 - 10/03/1997
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
TX
08/23/1996 - 11/29/1996
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
NA
06/06/1994 - 09/20/1994
NATIONSSECURITIES
NC
08/12/1993 - 01/13/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
02/25/1992 - 08/06/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NC
11/17/1989 - 11/16/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
09/19/1989 - 11/16/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/29/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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