Yamile
Glenn

Empower Advisory Group, LLC

CRD#6824159
Investment Advisor
in Sacramento, CA

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About this Advisor

Yamile Glenn is a financial advisor working in Sacramento, California with 1 year of industry experience. Glenn is an employee of Empower Advisory Group, LLC. Throughout their career, Glenn has worked at Unionbanc Investment Services, Schoolsfirst Federal Credit Union, Cuna Brokerage Services, Inc, Lpl Financial LLC, Gwfs Equities, Inc, Bank Of America and Mufg Union Bank. Glenn has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Empower Advisory Group, LLC is a company based out of Englewood, CO. The firm has offices in five locations and a total of 874 employees. It administers $116 billion in total assets across its 236,022 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 58 charities and foundations. Of its 236,022 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Empower Advisory Group, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice depend on which services are offered. Fee types charged by Empower Advisory Group, LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

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

Sacramento, CA

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

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

874

CA Average: 28
Total Number of Accounts

236,022

CA Average: 1,101
Average Account Size

$492,383

CA Average: $2,134,119

Investment Advisory Services

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

Yamile Glenn Work History

Yamile has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gwfs Equities, Inc

2022 - 2022 (< 1 year)

Lpl Financial LLC

2019 - 2022 (3 years)

Cuna Brokerage Services, Inc

2018 - 2022 (4 years)

Schoolsfirst Federal Credit Union

2017 - 2018 (1 year)

Unionbanc Investment Services

2015 - 2018 (3 years)

Mufg Union Bank

2012 - 2015 (3 years)

Bank Of America

*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 Yamile Glenn 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

Kevin Catineau
Englewood, CO
Ryan Brenneman
Englewood, CO
Manuel Mares
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Kristopher Dennis
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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