William
Bachelor

Empower Advisory Group, LLC

CRD#7335131
Investment Advisor
in Englewood, CO

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About this Advisor

William Bachelor is a financial advisor who works in Englewood, Colorado. Bachelor is an advisor for Empower Advisory Group, LLC. Throughout their career, Bachelor has worked at Dominos Pizza, Personal Capital, Eagle'S Nest Country Club, Murrieta Valley Golf Range, Murrieta Valley High School, Unemployed/Waiting For College, Grand Canyon University, Towson University, Unemployed/Waiting For Graduate School, University Of San Diego, Unemployed/Looking For Jobs/Recent Grad and Empower Advisory Group, LLC. Bachelor has a Series 65 license, designating them as an investment advisor representative, and can work in Utah. Empower Advisory Group, LLC is an advisory firm based out of Englewood, CO. It has offices in five locations and a total of 874 advisors. It manages $116 billion in assets across its 236,022 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 58 charities and foundations. Of its 236,022 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Empower Advisory Group, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees largely vary depending on the financial services. However, fees charged by Empower Advisory Group, LLC can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

8515 East Orchard Rd 4T2
Englewood, CO 80111

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

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

874

CO Average: 28
Total Number of Accounts

236,022

CO Average: 1,101
Average Account Size

$492,383

CO Average: $2,134,119

Investment Advisory Services

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

William Bachelor Work History

William has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Empower Advisory Group, LLC

2020 - Present (4 years)

Personal Capital

2020 - 2020 (< 1 year)

Unemployed/Looking For Jobs/Recent Grad

2019 - 2019 (< 1 year)

Unemployed/Waiting For Graduate School

2019 - 2020 (1 year)

University Of San Diego

2016 - 2017 (1 year)

Eagle'S Nest Country Club

2016 - 2019 (3 years)

Towson University

2015 - 2015 (< 1 year)

Dominos Pizza

2015 - 2015 (< 1 year)

Unemployed/Waiting For College

2015 - 2015 (< 1 year)

Grand Canyon University

2013 - 2013 (< 1 year)

Murrieta Valley Golf Range

2011 - 2015 (4 years)

Murrieta Valley High School

*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 William Bachelor 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

Michael Hefty
Englewood, CO
Brett Sperin
Englewood, CO
Michelle Stewart
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Katrina Yarbrough
Englewood, CO
Glenn Aldridge
Englewood, CO
Charles Guy
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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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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