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Taylor Jaleen Wells-tucker

Investment adviser representative at Empower Advisory Group, LLC
13 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

13 years in the industry.

  1. Empower Advisory Group, LLCJul 2026 to now
  2. Empower Financial Services, IncJul 2026 to now
  3. Fidelity InvestmentsJan 2022 to Jan 2025
  4. Duke University HospitalMay 2021 to Jun 2021
  5. Guilford College Covid HotlineAug 2020 to Jan 2021
  6. Core GymnasticsJan 2020 to Jul 2026
  7. Guilford CollegeAug 2017 to May 2021
  8. Guilford College Admission OfficeAug 2017 to Mar 2020
  9. Lee County Parks and RecreationAug 2013 to Dec 2018
  10. Lee County High SchoolAug 2013 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2023

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
7499056
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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