Julie Alger
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, LLCAug 2026 to now
- Empower Financial Services, IncAug 2026 to now
- Extended TravelAug 2025 to Aug 2026
- Morgan Stanley Smih Barney LLCMar 2023 to Aug 2025
- E*trade Capital Management, LLCJun 2021 to Sep 2023
- E*trade Securities LLCJun 2021 to Sep 2023
- Fidelity InvestmentsSep 2020 to Apr 2021
- Morgan Stanley Smih Barney LLCSep 2019 to Sep 2020
- Extended TravelMar 2019 to Sep 2019
- E*trade Capital Management, LLCOct 2017 to Feb 2019
- E*trade Securities LLCMay 2014 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6208761
- Firm CRD
- 112058