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David Timothy Evans

Investment adviser representative at Empower Advisory Group, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

20 years in the industry.

  1. Empower Advisory Group, LLCApr 2023 to now
  2. Personal Capital Advisors CorporationJan 2021 to Apr 2023
  3. E*trade Capital Management, LLCOct 2019 to Jan 2021
  4. E*trade Securities LLCOct 2019 to Jan 2021
  5. Personal Capital Advisors CorporationApr 2018 to Oct 2019
  6. Scottrade Inc.May 2006 to Mar 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (WI).

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
5148389
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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