Robert
Elmer

Empower Advisory Group, LLC

CRD#5372040
Investment Advisor
in Redding, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Elmer is a financial advisor based in Redding, California, working with Empower Advisory Group, LLC. Robert has previously held positions at Scottrade, Inc, Td Ameritrade, Inc, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Td Ameritrade Investment Management, LLC, Scottrade Investment Management, Td Ameritrade, Empower Financial Services, Inc, and Empower Advisory Group, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Robert is part of Empower Advisory Group, LLC, which operates out of Redding, California. 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

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Redding, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

CA Average: $2,349,664,866
Total Number of Employees

766

CA Average: 28
Total Number of Accounts

188,739

CA Average: 1,101
Average Account Size

$711,454

CA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Robert Elmer Work History

2022 - Present (2 years)

Empower Financial Services, Inc

2022 - Present (2 years)

Empower Advisory Group, LLC

2021 - 2021 (< 1 year)

Jpmorgan Chase Bank, N.A

2021 - 2021 (< 1 year)

J.P. Morgan Securities LLC

2018 - 2021 (3 years)

Td Ameritrade, Inc

2018 - 2020 (2 years)

Td Ameritrade Investment Management, LLC

2013 - 2018 (5 years)

Scottrade, Inc

2013 - 2018 (5 years)

Scottrade Investment Management

2013 - 2021 (8 years)

Td Ameritrade

Disclosures

Please visit the SEC profile of Robert Elmer 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

Jon Travis
Kansas City, MO
Michael Byrne
Englewood, CO
Andrew Stahl
Englewood, CO
Kristopher Yates
Englewood, CO
Janine Sam
Myersville, MD
Daniel Fuqua
Abingdon, MD
Tara Voorhies
Englewood, CO
Francisco Hernandez
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started