Trevor Bell
Investment adviser representative at Empower Advisory Group, LLC
11 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
11 years in the industry.
- Empower Advisory Group, LLCJan 2024 to now
- Empower Financial Services, IncOct 2022 to now
- Bank of America N.A.Mar 2020 to Sep 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to Sep 2022
- Familywealth Advisers, LLCJun 2019 to Feb 2020
- JPMorgan Chase Bank, N.A.Jul 2018 to May 2019
- UnemployedOct 2017 to Jul 2018
- Colorado State University-global CampusApr 2017 to Apr 2019
- Fidelity Brokerage Services LLCAug 2015 to Oct 2017
- Holiday InnJun 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 6546333
- Firm CRD
- 112058