Joshua
Perkins

Empower Advisory Group, LLC

CRD#5441286
Investment Advisor
in Castle Rock, CO

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About this Advisor

Joshua Perkins is a financial advisor based in Castle Rock, Colorado, with 2 years of industry experience. Perkins currently works for Empower Advisory Group, LLC. The advisor has gained experience at Scottrade, Inc, Advised Assets Group LLC, Extended Travel / Unemployed, Overseas Travel / Unemployed, Gwfs Equities, Inc and Time With Family / Unemployed. Perkins has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Colorado. Empower Advisory Group, LLC is a business based out of Englewood, CO. The company has offices in five locations and a total of 874 financial advisors. It oversees $116 billion in assets among its 236,022 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 58 charities and foundations. Of its 236,022 accounts, just 7% are associated with high-net-worth investors who have at least $1 million in investable assets. Empower Advisory Group, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees usually are based on which services are provided. Fees charged by Empower Advisory Group, LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

Castle Rock, CO

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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

Joshua Perkins Work History

Joshua has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Gwfs Equities, Inc

2021 - 2021 (< 1 year)

Time With Family / Unemployed

2019 - 2021 (2 years)

Advised Assets Group LLC

2018 - 2019 (1 year)

Extended Travel / Unemployed

2014 - 2018 (4 years)

Scottrade, Inc

2013 - 2014 (1 year)

Overseas Travel / Unemployed

2007 - 2013 (6 years)

Scottrade, 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 Joshua Perkins 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

Katrina Yarbrough
Englewood, CO
Joseph Damico
Englewood, CO
Michael Hefty
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Marianne Cole
Englewood, CO
Michelle Stewart
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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