Trace
Jordan
Empower Advisory Group, LLC
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About this Advisor
Trace Jordan is a financial advisor based in Mobile, Alabama, working with Empower Advisory Group, LLC. Trace has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Mississippi State University, University Of Arkansas At Little Rock, Meridian Community College, Sumrall High School, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Empower Financial Services, Inc, and Empower Advisory Group, LLC. Trace has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Trace is part of Empower Advisory Group, LLC, which operates out of Mobile, Alabama. The firm has 4 offices and 766 employees. The firm manages assets totaling $134.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Empower Advisory Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$134,279,160,181
766
188,739
$711,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Trace Jordan Work History
Empower Financial Services, Inc
Empower Advisory Group, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Nylife Securities LLC
New York Life Insurance Company
Mississippi State University
University Of Arkansas At Little Rock
Meridian Community College
Sumrall High School
Disclosures
Please visit the SEC profile of Trace Jordan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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