Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Williams is an investment advisor representative with Empower Advisory Group, LLC, based in Greenwood Village, Colorado. Robert has been in the financial services industry since 2015 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Robert is a Series 7, 63, 65, and 22 licensed representative and provides financial planning and portfolio management services.
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.
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2
CO
05/10/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TX
09/23/2021 - 04/26/2023
VANGUARD MARKETING CORPORATION (Plano TX)
TX
02/19/2020 - 08/27/2021
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
10/30/2018 - 02/13/2020
BBVA SECURITIES INC. (DALLAS TX)
TX
05/19/2017 - 10/12/2018
PRUCO SECURITIES, LLC. (IRVING TX)
TX
06/27/2016 - 08/24/2016
GRAND FINANCIAL, INC. (ADDISON TX)
TX
03/08/2016 - 06/24/2016
REEF SECURITIES, INC. (RICHARDSON TX)
TX
07/14/2015 - 03/30/2016
TEXAS E&P PARTNERS, INC. (RICHARDSON TX)
IA
Issued 07/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/26/2015
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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