Unclaimed
Grady York is an investment advisor representative at Empower Advisory Group, LLC. Grady has over 12 years of experience in the financial services industry and holds both Series 7 and Series 66 licenses. Grady has a background in financial planning and portfolio management, and is committed to providing personalized advice to help clients achieve their financial goals. Grady previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Empower Advisory Group, LLC is a Registered Investment Advisor that provides financial planning and investment management services to individuals, families, and businesses. The firm has a strong focus on providing personalized advice and building long-term relationships with 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.
1
2
CO
06/07/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
03/01/2012 - 05/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
03/28/2011 - 12/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
06/03/2010 - 04/12/2011
MORGAN STANLEY SMITH BARNEY (JACKSONVILLE FL)
BOTH
Issued 07/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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