Traci
Segrest
Empower Advisory Group, LLC
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About this Advisor
Traci Segrest is a financial advisor operating in Shorter, Alabama who has 1 year of relevant experience. Segrest is on the advisory team at Empower Advisory Group, LLC. Their career trajectory has included roles at Synovus Securities, Inc, Synovus Bank, Gwfs Equities, Inc, Morgan Stanley and Ubs Financial Services. Segrest holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Alabama. Empower Advisory Group, LLC is a registered investment firm that has its headquarters in Englewood, CO. The company has offices in five locations and a total of 874 financial advisors. It administers $116 billion in assets across its 236,022 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 58 charities and foundations. Of its 236,022 customer accounts, just 7% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually are based on the type of financial services. Fees billed by Empower Advisory Group, LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$116,213,253,377
874
236,022
$492,383
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Traci Segrest Work History
Traci has been registered as a financial advisor for 1 years.*
Gwfs Equities, Inc
Ubs Financial Services
Morgan Stanley
Synovus Bank
Synovus Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Traci Segrest to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Empower Advisory Group, LLC
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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