Marty
Kozack
Empower Advisory Group, LLC
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About this Advisor
Marty Kozack is a financial advisor based in Jacksonville Beach, Florida, working with Empower Advisory Group, LLC. Marty has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Empower Financial Services, Inc, Empower Advisory Group, LLC, and Fidelity Investments. Marty has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Marty is part of Empower Advisory Group, LLC, which operates out of Jacksonville Beach, Florida. 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
Marty Kozack Work History
Empower Financial Services, Inc
Empower Advisory Group, LLC
Fidelity Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Marty Kozack 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
Myersville, MD
Abingdon, MD
Englewood, CO
Englewood, CO
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