Invested Better
Unclaimed

Unclaimed

Unclaimed

Harry Gerard

Empower Advisory Group, LLC

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

About Harry Gerard

Harry Gerard is an active advisor associated with Empower Advisory Group, LLC. Harry has been in the industry since 2020. Harry has a Series 7TO, Series 6TO, and Series 66 license. Prior to this, Harry was affiliated with WELLS FARGO CLEARING SERVICES, LLC in ORLANDO, FL. Harry is registered with FINRA and is registered in 52 states.

Firm Information

Harry Gerard 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

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.

Harry Gerard’s Registration & Firm History

CO

08/04/2022 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

FL

09/28/2020 - 07/15/2022

WELLS FARGO CLEARING SERVICES, LLC (ORLANDO FL)

Not sure if Harry Gerard is right for you?

Licenses & Designations

BOTH

Issued 10/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harry Gerard.
Not sure if Harry Gerard is right for you?