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William Paul Walsh

Empower Advisory Group, LLC

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About William Paul Walsh

William Paul Walsh is a financial advisor with Empower Advisory Group, LLC. William has been a registered representative since July 2019. He holds the Series 7TO, Series 63, and Series 66 licenses and is registered in 45 states. William has previously worked at T. Rowe Price Investment Services, Inc., in Owings Mills, Maryland. William specializes in providing financial planning and portfolio management for individuals, and his firm also offers educational seminars.

Firm Information

William Walsh 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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William Walsh’s Registration & Firm History

PA

06/06/2024 - Present

Empower Advisory Group, LLC (Old Forge PA)

MD

07/03/2019 - 05/10/2024

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 09/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Paul Walsh.
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