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Patrick F Beach

Empower Advisory Group, LLC

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About Patrick F Beach

Patrick Beach is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with Empower Advisory Group, LLC. Patrick has held previous roles at American Century Investment Services Inc., American Century Brokerage, Inc., H&R Block Financial Advisors, Inc., Charles Schwab & Co., Inc., and J. W. Gant & Associates, Inc. Patrick specializes in financial planning and portfolio management for individuals.

Firm Information

Patrick Beach 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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Patrick Beach’s Registration & Firm History

CO

06/01/2021 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

MO

04/19/2005 - 05/04/2021

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

09/16/2008 - 12/31/2012

AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)

MI

01/02/2004 - 01/25/2005

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

TX

03/08/2000 - 01/22/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NA

08/07/1990 - 03/17/1992

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

BOTH

Issued 04/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/27/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick F Beach. Review regulatory record here.
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