Trevor
Lawson

Empower Advisory Group, LLC

CRD#7483369
Investment Advisor
in Sunnyvale, CA

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About this Advisor

Trevor Lawson is a financial advisor based in Sunnyvale, California, working with Empower Advisory Group, LLC. Trevor has previously held positions at Gwfs Equities, Inc, Bayshore Ambulance, Amr/Rural Metro, College Of San Mateo, San Francisco State University, Archbishop Mitty High School, and Empower Advisory Group, LLC. Trevor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Trevor is part of Empower Advisory Group, LLC, which operates out of Sunnyvale, 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 65

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

Sunnyvale, CA

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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

Trevor Lawson Work History

2024 - Present (0 year)

Empower Advisory Group, LLC

2022 - Present (2 years)

Gwfs Equities, Inc

2019 - Present (5 years)

Amr/Rural Metro

2018 - 2019 (1 year)

San Francisco State University

2017 - 2019 (2 years)

Bayshore Ambulance

2016 - 2018 (2 years)

College Of San Mateo

2012 - 2016 (4 years)

Archbishop Mitty High School

Disclosures

Please visit the SEC profile of Trevor Lawson 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
Jeremy Lee
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.

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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.

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