Amy M Gold
Investment adviser representative at Empower Advisory Group, LLC
15 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$195.4BFirm assets
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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
15 years in the industry.
- Empower Financial Services, IncJul 2023 to now
- Empower Advisory Group, LLCApr 2023 to now
- Personal Capital Advisors CorporationSep 2021 to Apr 2023
- Fidelity Brokerage Services LLCJan 2020 to Sep 2021
- LPL Financial, LLCOct 2011 to Dec 2019
- Old National BankJun 2011 to Dec 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 4438575
- Firm CRD
- 112058