Peter
Lee

Empower Advisory Group, LLC

CRD#6550889
Investment Advisor
in Englewood, CO

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About this Advisor

Peter Lee is a financial advisor based in Englewood, Colorado, working with Empower Advisory Group, LLC. Peter has previously held positions at Gwfs Equities, Inc, Electric Insurance Company, Empower Retirement, Houghton College, and Cbiz. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Peter is part of Empower Advisory Group, LLC, which operates out of Englewood, Colorado. 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

8515 East Orchard Rd 4T2
Englewood, CO 80111

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

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

766

CO Average: 28
Total Number of Accounts

188,739

CO Average: 1,101
Average Account Size

$711,454

CO Average: $2,134,119

Investment Advisory Services

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

Peter Lee Work History

2020 - Present (4 years)

Empower Retirement

2020 - 2020 (< 1 year)

Cbiz

2018 - 2019 (1 year)

Houghton College

2017 - 2018 (1 year)

Empower Retirement

2015 - 2017 (2 years)

Gwfs Equities, Inc

2014 - 2015 (1 year)

Electric Insurance Company

2013 - 2014 (1 year)

Electric Insurance Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Peter Lee 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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