Adrian Potts
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, LLCSep 2025 to now
- Empower Financial Services, IncNov 2024 to now
- UnemployedMay 2024 to Nov 2024
- Wells Fargo Bank, NASep 2022 to May 2024
- Wells Fargo Clearing Services, LLCSep 2022 to May 2024
- UnemployedJun 2022 to Sep 2022
- The Vanguard Group, Inc.Apr 2022 to Jun 2022
- Principal Securities IncFeb 2021 to Apr 2022
- Principal Life Insurance CoJan 2021 to Apr 2022
- Wells FargoJul 2019 to Jan 2021
- UnemployedMar 2019 to Jul 2019
- Alight SolutionsApr 2018 to Mar 2019
- UnemployedMar 2018 to Apr 2018
- AonMay 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7330440
- Firm CRD
- 112058