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Herbert Rosales

Empower Advisory Group, LLC

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About Herbert Rosales

Herbert Rosales is an investment advisor representative at Empower Advisory Group, LLC. He is licensed in North Carolina and has been in the financial services industry since July 2013. Herbert holds the Series 65 license and has experience working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and state or municipal government entities. Empower Advisory Group, LLC offers a variety of financial planning services, including investment management, portfolio management, educational seminars and other services.

Firm Information

Herbert Rosales 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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Herbert Rosales’s Registration & Firm History

NC

08/14/2024 - Present

Empower Advisory Group, LLC (RALEIGH NC)

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Licenses & Designations

IA

Issued 11/19/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Herbert Rosales.
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