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Phillip Murray Davis

Investment adviser representative at Empower Advisory Group, LLC
14 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

14 years in the industry.

  1. Empower Advisory Group, LLCJan 2026 to now
  2. Empower Financial Services, IncOct 2024 to now
  3. UnemployedJul 2024 to Oct 2024
  4. J.P. Morgan Securities LLCMar 2022 to Jun 2024
  5. JPMorgan Chase Bank, N.A.Mar 2022 to Jun 2024
  6. Citizens BankFeb 2017 to Feb 2022
  7. UnemployedMar 2012 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
7521792
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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