Lorie Reid
Investment adviser representative at Empower Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Empower Advisory Group, LLCAug 2026 to now
- Empower Financial Services IncAug 2026 to now
- Fidelity InvestmentsFeb 2022 to Jun 2026
- Kids Choice DentalDec 2020 to Jan 2022
- J.P. Morgan Securities LLCMay 2019 to Dec 2020
- JPMorgan Chase Bank, N.A.May 2019 to Dec 2020
- Bank of AmericaApr 2016 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Empower Advisory Group, LLC
$195.4BAssets managed
297,074Clients
1,979Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2174821
- Firm CRD
- 112058