Lacey Ashlyn Cobb
Investment adviser representative at Empower Advisory Group, LLC
16 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
16 years in the industry.
- Empower Advisory Group, LLCApr 2023 to now
- Personal CapitalAug 2018 to now
- Polaris Greystone Financial Group, LLCJan 2013 to Jul 2018
- Polaris Equity Management, Inc.Jan 2010 to Jul 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5823747
- Firm CRD
- 112058