Danielle
Maxwell

Empower Advisory Group, LLC

CRD#5406184
Investment Advisor
in Union, KY

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About this Advisor

Danielle Maxwell is a financial advisor working in Union, Kentucky, who has 1 year of industry experience. Maxwell is an employee of Empower Advisory Group, LLC. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, Stancorp Equities, Inc, Standard Retirement Services, Inc, Lincoln Investment, Gwfs Equities, Inc and Advised Assets Group, LLC. Maxwell maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Kentucky. Empower Advisory Group, LLC is a business based in Englewood, CO. The firm has offices in five locations and a total of 874 advisors. It handles $116 billion in total assets across its 236,022 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 58 charitable organizations. Of its 236,022 accounts, just 7% are associated with high-net-worth investors who have at least $1 million in assets. Empower Advisory Group, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees charged by Empower Advisory Group, LLC can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Union, KY

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

KY Average: $2,349,664,866
Total Number of Employees

874

KY Average: 28
Total Number of Accounts

236,022

KY Average: 1,101
Average Account Size

$492,383

KY Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Danielle Maxwell Work History

Danielle has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gwfs Equities, Inc

2022 - Present (2 years)

Advised Assets Group, LLC

2020 - 2022 (2 years)

Lincoln Investment

2018 - 2019 (1 year)

Stancorp Equities, Inc

2018 - 2019 (1 year)

Standard Retirement Services, Inc

2008 - 2018 (10 years)

Fidelity Brokerage Services LLC

*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 Danielle Maxwell 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

Brett Sperin
Englewood, CO
Jacob Olsen
Englewood, CO
Michael Hefty
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Brian Vance
Englewood, CO
Glenn Aldridge
Englewood, CO
Charles Guy
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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