James
Macmillan
Empower Advisory Group, LLC
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About this Advisor
James Macmillan is a financial advisor who works out of Englewood, Colorado with 5 years of industry experience. Macmillan is on the advisory team at Empower Advisory Group, LLC. During their career, Macmillan has held roles at Windstream, Merrill Lynch, Pierce, Fenner & Smith Inc, The Macmillan Group, Td Bank, Bank Of America, N.A and Gwfs Equities, Inc. Macmillan has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts and New Hampshire. Empower Advisory Group, LLC is an advisory business based out of Englewood, CO. It has offices in five locations and a total of 874 people on staff. It controls $116 billion in total assets between its 236,022 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 58 charitable organizations. Of its 236,022 customer accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types billed by Empower Advisory Group, LLC likely include some 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
James Macmillan Work History
James has been registered as a financial advisor for 5 years.*
Gwfs Equities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Td Bank
Td Bank
Windstream
Windstream
The Macmillan Group
The Macmillan Group
*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 James Macmillan 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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