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 who works out of Alexandria, Virginia. White is currently employed by Empower Advisory Group, LLC. Over the course of their career, White has held roles at George Mason University, Ubs, Bohler Engineering, Avalon Yacht Club, 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. White maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Empower Advisory Group, LLC is a business that has its headquarters in Englewood, CO. It has offices in five locations and a total of 874 financial advisors. It controls $116 billion in total assets between its 236,022 accounts, making it one of 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% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. Fee types charged by Empower Advisory Group, LLC likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

$116,213,253,377

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

874

VA Average: 28
Total Number of Accounts

236,022

VA Average: 1,101
Average Account Size

$492,383

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

Thomas has been registered as a financial advisor for 0 years.*

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

2013 - 2013 (< 1 year)

Avalon Yacht Club

2012 - 2016 (4 years)

George Mason University

*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 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

Katrina Yarbrough
Englewood, CO
Brian Vance
Englewood, CO
Michelle Stewart
Englewood, CO
Michael Hefty
Englewood, CO
Herbert Landstreet
Englewood, CO
Brett Sperin
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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