Brian Yannaccone (CRD# 6202905) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Orlando, FL and has over 10 years of experience in the finance industry.
CRD# 6127350
Merit Financial Advisors
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Financial Services, Inc. | Greenwood Village, CO | Jul 2023 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Current | < 1 |
| Personal Capital Advisors Corporation | Orlando, FL | Apr 2018 - Apr 2023 | 5 |
| Personal Capital | Denver, CO | Mar 2017 - Apr 2018 | 1 |
| Personal Capital Advisors Corporation | Denver, CO | Jan 2016 - Mar 2017 | 1 |
| Edward Jones | Denver, CO | Jul 2015 - Dec 2015 | < 1 |
| Jp Morgan Securities LLC | Tulsa, OK | May 2013 - Jul 2015 | 2 |
| Jp Morgan Chase Bank | Tulsa, OK | May 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- CO
- FL
-
Total Assets Under Management116,213MILLIONS
-
Total Number of Accounts236,022ACCOUNTS
-
Average Account Value$492,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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