William
Harmon
Empower Advisory Group, LLC
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About this Advisor
William Harmon is a certified financial planner who works out of Englewood, Colorado. Harmon currently works for Empower Advisory Group, LLC. During their career, the advisor has held roles at Charles Schwab Bank, Charles Schwab & Co., Inc, Jp Morgan Securities LLC, Visionary Horizons, Cetera Advisors, The Vanguard Group, Inc, Personal Capital Advisors Corporation, Empower Advisory Group, LLC and Pnc Investments. Harmon has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Indiana. Empower Advisory Group, LLC is a financial advisory company that has its headquarters in Englewood, CO. The company has offices in five locations and a total of 874 financial advisors. It manages $116 billion in total assets between its 236,022 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 58 charitable organizations. Of its 236,022 customer accounts, just 7% are held by high-net-worth investors who have more than $1 million in assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees largely are based on which services are offered. However, fees charged by Empower Advisory Group, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$116,213,253,377
874
236,022
$492,383
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
William Harmon Work History
William has been registered as a financial advisor for 0 years.*
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
The Vanguard Group, Inc
Pnc Investments
Visionary Horizons
Cetera Advisors
Jp Morgan Securities LLC
Charles Schwab Bank
Charles Schwab & Co., 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 William Harmon 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
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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.