Terrie
Martinez
Empower Advisory Group, LLC
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About this Advisor
Terrie Martinez is a financial advisor based in Lakewood, Colorado, working with Empower Advisory Group, LLC. Terrie has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Transamerica Investors Securities Corporation, Principal Securities Inc, Transamerica Financial Advisors Inc, Assurance Iq, Gwfs Equities, Inc, and Advised Assets Groups, LLC. Terrie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Terrie is part of Empower Advisory Group, LLC, which operates out of Lakewood, 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
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$134,279,160,181
766
188,739
$711,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Terrie Martinez Work History
Gwfs Equities, Inc
Advised Assets Groups, LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Assurance Iq
Transamerica Investors Securities Corporation
Principal Securities Inc
Transamerica Financial Advisors Inc
Disclosures
Please visit the SEC profile of Terrie Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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