Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael McLellan

Empower Advisory Group, LLC

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

About Michael McLellan

Michael McLellan is an investment advisor representative associated with Empower Advisory Group, LLC. Michael has been in the financial services industry for more than 17 years. Michael previously worked for USAA Financial Advisors, Inc., PFS INVESTMENTS INC., GLP INVESTMENT SERVICES, LLC, Fidelity Brokerage Services LLC, Morgan Keegan & Company, Inc. and Fidelity Investments Institutional Services Company, Inc. Michael holds a Series 6, 7, 63 and 66 license. Michael's office is located in FRISCO, Texas.

Firm Information

Michael McLellan 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.

Michael McLellan’s Registration & Firm History

TX

11/27/2019 - Present

Empower Advisory Group, LLC (FRISCO TX)

TX

10/10/2017 - 08/27/2019

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

02/08/2017 - 09/18/2017

PFS INVESTMENTS INC. (DALLAS TX)

MI

01/21/2016 - 01/20/2017

GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)

TX

10/18/2014 - 02/03/2015

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TN

09/13/2000 - 08/31/2001

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

RI

09/23/1997 - 06/20/2000

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

Not sure if Michael McLellan is right for you?

Licenses & Designations

BOTH

Issued 11/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 08/06/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael McLellan.
Not sure if Michael McLellan is right for you?