Richard
Campbell

Empower Advisory Group, LLC

CRD#4025877
Investment Advisor
in Burlington, MA

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About this Advisor

Richard Campbell is a certified financial planner working out of Burlington, Massachusetts with a total of 2 years of relevant experience. Campbell is currently employed by Empower Advisory Group, LLC. Throughout their career, Campbell has worked at Fidelity Brokerage Services Inc, Edward Jones, Eagle Strategies LLC, Empower Retirement, Stonehambank, Nylife Securities, LLC and Atlantic Planning Group. Campbell has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Empower Advisory Group, LLC is an advisory business based out of Englewood, CO. The firm has offices in five locations and a total of 874 people on staff. It administers $116 billion in assets under management across its 236,022 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 58 charitable organizations. Of its 236,022 client accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Empower Advisory Group, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

Burlington, MA

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

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

874

MA Average: 28
Total Number of Accounts

236,022

MA Average: 1,101
Average Account Size

$492,383

MA Average: $2,134,119

Investment Advisory Services

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

Richard Campbell Work History

Richard has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Empower Retirement

2020 - 2020 (< 1 year)

Eagle Strategies LLC

2020 - 2020 (< 1 year)

Stonehambank

2019 - 2020 (1 year)

Nylife Securities, LLC

2019 - 2020 (1 year)

Atlantic Planning Group

2018 - 2018 (< 1 year)

Edward Jones

1999 - 2017 (18 years)

Fidelity Brokerage Services Inc

*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 Richard Campbell 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

Brian Vance
Englewood, CO
Casey Vincent
Aurora, CO
Manuel Mares
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Jacob Olsen
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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