Erika
Esquivel
Empower Advisory Group, LLC
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About this Advisor
Erika Esquivel is a financial advisor based in Parrish, Florida with a total of 1 year of industry experience. Esquivel is an advisor for Empower Advisory Group, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wells Fargo Advisors LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Empower Financial Services, Inc and Empower Advisory Group, LLC. Esquivel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Empower Advisory Group, LLC is an advisory firm based in Englewood, CO. The firm has offices in five locations and a total of 874 people on staff. It has $116 billion in assets across its 236,022 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 58 charities and foundations. Of its 236,022 accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely vary depending on the services provided. Fees billed by Empower Advisory Group, LLC likely are 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
Erika Esquivel Work History
Erika has been registered as a financial advisor for 1 years.*
Empower Financial Services, Inc
Empower Advisory Group, LLC
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Erika Esquivel 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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