Deborah
Winfree
Empower Advisory Group, LLC
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About this Advisor
Deborah Winfree is a financial advisor working in Englewood, Colorado with 1 year of relevant experience. Winfree is currently employed by Empower Advisory Group, LLC. During their career, Winfree has held roles at Legend Equities Corporation, Lincoln Investment, Allstate Insurance Company and Winfree & Associates Financial Services. Winfree has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Empower Advisory Group, LLC is an advisory company based in Englewood, CO. The company has offices in five locations and a total of 874 advisors. It manages $116 billion in total assets across its 236,022 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 58 charities and foundations. Of its 236,022 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely depend on which services are provided. However, fee types charged by Empower Advisory Group, LLC can consist of any blend 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
Deborah Winfree Work History
Deborah has been registered as a financial advisor for 1 years.*
Allstate Insurance Company
Winfree & Associates Financial Services
Lincoln Investment
Legend Equities Corporation
*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 Deborah Winfree 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
Lowell, MA
Englewood, CO
Englewood, CO
Columbia, SC
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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