Thomas
White

Empower Advisory Group, LLC

CRD#6407822
Investment Advisor
in Alexandria, VA

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About this Advisor

Thomas White is a financial advisor based in Alexandria, Virginia, working with Empower Advisory Group, LLC. Thomas has previously held positions at George Mason University, UBS, Bohler Engineering, Scottrade, TD Ameritrade Investment Management, LLC, TIAA, TIAA-CREF Individual & Institutional Services, LLC, Scottrade Investment Management, Fidelity Investments, Empower Financial Services, Inc, and TD Ameritrade, Inc. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Thomas is part of Empower Advisory Group, LLC, which operates out of Alexandria, Virginia. 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

Alexandria, VA

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

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

766

VA Average: 28
Total Number of Accounts

188,739

VA Average: 1,101
Average Account Size

$711,454

VA Average: $2,134,119

Investment Advisory Services

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

Thomas White Work History

2022 - Present (2 years)

Empower Financial Services, Inc

2020 - 2022 (2 years)

Fidelity Investments

2019 - 2020 (1 year)

Tiaa

2019 - 2020 (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2018 - 2019 (1 year)

Td Ameritrade Investment Management, LLC

2018 - 2019 (1 year)

Td Ameritrade, Inc

2016 - 2018 (2 years)

Scottrade

2016 - 2018 (2 years)

Scottrade Investment Management

2014 - 2016 (2 years)

Ubs

2014 - 2014 (< 1 year)

Bohler Engineering

2012 - 2016 (4 years)

George Mason University

Disclosures

Please visit the SEC profile of Thomas White 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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