Anne Bolling
Investment adviser representative at Empower Advisory Group, LLC
20 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
20 years in the industry.
- Empower Advisory Group, LLCJan 2023 to now
- Empower Financial Services, IncJan 2023 to now
- UnemployedMar 2022 to Jan 2023
- City National BankJun 2019 to Mar 2022
- RBC Capital Markets, LLCSep 2018 to Mar 2022
- Guyan Holding,LLCMar 2011 to May 2018
- Cabell County CommissionJan 2010 to Dec 2016
- Realty Exchange ( Most Recent Real Estate Brokerage)Oct 2006 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7016827
- Firm CRD
- 112058