Terrie Martinez
Investment adviser representative at Empower Advisory Group, LLC
12 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
12 years in the industry.
- Empower Advisory Group, LLCNov 2021 to now
- Advised Assets Groups, LLCNov 2021 to now
- Gwfs Equities, IncNov 2021 to now
- Transamerica Financial Advisors, IncSep 2019 to Jul 2020
- World Financial Group, Inc.Sep 2019 to Jul 2020
- Assurance IqMar 2019 to Nov 2021
- Transamerica Investors Securities CorporationFeb 2018 to Aug 2019
- Principal Securities IncMar 2017 to Feb 2018
- Transamerica Financial Advisors IncFeb 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
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
- 5323784
- Firm CRD
- 112058