William
Lowes

Empower Advisory Group, LLC

CRD#7525201
Investment Advisor
in Collierville, TN

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About this Advisor

William Lowes is a financial advisor based in Collierville, Tennessee, working with Empower Advisory Group, LLC. William has previously held positions at Pruco Securities LLC, Saint Francis Hospital - Bartlett, A Part Of Tenet Healthcare, Saint Francis Medical Partners, A Part Of Tenet Healthcare, Empower Financial Services, Inc, and Empower Advisory Group, LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, William is part of Empower Advisory Group, LLC, which operates out of Collierville, Tennessee. 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 66

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

Collierville, TN

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

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

766

TN Average: 28
Total Number of Accounts

188,739

TN Average: 1,101
Average Account Size

$711,454

TN Average: $2,134,119

Investment Advisory Services

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

William Lowes Work History

2024 - Present (0 year)

Empower Financial Services, Inc

2024 - Present (0 year)

Empower Advisory Group, LLC

2022 - Present (2 years)

Pruco Securities LLC

2015 - 2021 (6 years)

Saint Francis Hospital - Bartlett, A Part Of Tenet Healthcare

2014 - 2014 (< 1 year)

Saint Francis Medical Partners, A Part Of Tenet Healthcare

Disclosures

Please visit the SEC profile of William Lowes 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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