Tammy Lee Holstein
Investment adviser representative at Empower Advisory Group, LLC
10 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
10 years in the industry.
- Empower Advisory Group, LLCFeb 2023 to now
- Empower Financial Services, IncFeb 2023 to now
- Advance Advisor Group, LLCMar 2022 to Feb 2023
- Valic Financial Advisors, IncJan 2021 to Mar 2022
- Csi Companies / Contracted Thru Bb and T, Now TruistJul 2020 to Mar 2021
- JP Morgan Securties LLCApr 2016 to Jul 2020
- JPMorgan ChaseApr 2016 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WV).
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
- 6646503
- Firm CRD
- 112058