Dorothy
Sperry
Empower Advisory Group, LLC
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About this Advisor
Dorothy Sperry is a financial advisor working out of Englewood, Colorado who has 1 year of relevant experience. Sperry is an advisor for Empower Advisory Group, LLC. Sperry has gained experience at The Prudential Insurance Company Of America, Fidelity Brokerage Services, LLC, Cetera Advisor Networks LLC, Fountain Financial Associates, Inc, Steve Strassman Insurance Agency, Scottrade, Inc, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Td Ameritrade, Edelman Financial Engines, Gwfs Equities, Inc, Advised Assets Group, LLC and Scottrade. Sperry has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Empower Advisory Group, LLC is a financial advisory firm operating out of Englewood, CO. The investment advisory business has offices in five locations and a total of 874 financial advisors. It oversees $116 billion in assets among its 236,022 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 58 charitable organizations. Of its 236,022 client accounts, just 7% belong to high-net-worth investors who have more than $1 million in investable assets. Empower Advisory Group, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules typically are based on the financial services provided. Fees charged by Empower Advisory Group, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$116,213,253,377
874
236,022
$492,383
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Dorothy Sperry Work History
Dorothy has been registered as a financial advisor for 1 years.*
Gwfs Equities, Inc
Advised Assets Group, LLC
Td Ameritrade
Edelman Financial Engines
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Steve Strassman Insurance Agency
Scottrade, Inc
Scottrade
Cetera Advisor Networks LLC
Fountain Financial Associates, Inc
Fidelity Brokerage Services, LLC
The Prudential Insurance Company 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 Dorothy Sperry 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
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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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