Heike Soell parrish
Investment adviser representative at Empower Advisory Group, LLC
19 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
19 years in the industry.
- Empower Advisory Group, LLCAug 2023 to now
- Empower Financial Services, IncAug 2023 to now
- J.W. Cole Advisors, Inc.Dec 2019 to Aug 2023
- J.W. Cole Financial, Inc.Jul 2019 to Aug 2023
- T. Rowe Price Investment ServicesDec 2007 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 3206363
- Firm CRD
- 112058