Richard
Loy

Empower Advisory Group, LLC

CRD#4207615
Investment Advisor
in Irmo, SC

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About this Advisor

Richard Loy is a financial advisor based in Irmo, South Carolina, working with Empower Advisory Group, LLC. Richard has previously held positions at Capital Guardian Wealth Management, LLC, Capital Guardian, LLC, Lpl Financial LLC, Empower Financial Services, Inc, Empower Advisory Group, LLC, Palmetto Citizens Federal Credit Union, Lincoln Financial Securities Corporation, and Cuna Brokerage Services, Inc. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Richard is part of Empower Advisory Group, LLC, which operates out of Irmo, South Carolina. 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

Series 63, Series 65

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

Irmo, SC

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

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

766

SC Average: 28
Total Number of Accounts

188,739

SC Average: 1,101
Average Account Size

$711,454

SC Average: $2,134,119

Investment Advisory Services

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

Richard Loy Work History

2022 - Present (2 years)

Empower Financial Services, Inc

2022 - Present (2 years)

Empower Advisory Group, LLC

2022 - 2022 (< 1 year)

Lpl Financial LLC

2017 - 2022 (5 years)

Palmetto Citizens Federal Credit Union

2017 - 2022 (5 years)

Cuna Brokerage Services, Inc

2016 - 2017 (1 year)

Lincoln Financial Securities Corporation

2012 - 2016 (4 years)

Capital Guardian Wealth Management, LLC

2012 - 2016 (4 years)

Capital Guardian, LLC

Disclosures

Please visit the SEC profile of Richard Loy 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

Jon Travis
Kansas City, MO
Michael Byrne
Englewood, CO
Andrew Stahl
Englewood, CO
Kristopher Yates
Englewood, CO
Janine Sam
Myersville, MD
Daniel Fuqua
Abingdon, MD
Tara Voorhies
Englewood, CO
Francisco Hernandez
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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