Philip Shelton
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.
- Empower Advisory Group, LLCNov 2025 to now
- Empower Financial Services, Inc.Nov 2025 to now
- FacetMay 2025 to Oct 2025
- UnemployedOct 2024 to May 2025
- Edward JonesJul 2023 to Oct 2024
- Tellus Products LLCOct 2022 to May 2023
- Graphic ComponentsJul 2022 to Oct 2022
- UnemployedFeb 2022 to Jun 2022
- Graphic ComponentsDec 2017 to Jan 2022
- Piedmont GraphicsSep 2017 to Dec 2017
- Speedpro TriadMar 2013 to Sep 2017
Exams passed
- 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
- 7774587
- Firm CRD
- 112058