Anna M Storey
Advisor at Empower Advisory Group — Bar Harbor, ME
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
Bar Harbor, ME
Empower Advisory Group
Enterprise
Anna Storey is a financial advisor with Empower Advisory Group in Bar Harbor, ME, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at GWFS Equities, Transamerica, JP Morgan, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.
Based on Empower Advisory Group
Based on Empower Advisory Group
One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment
Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above
Bar Harbor, ME
Bar Harbor ME
Advisors at this office
1
Maine
20 years of industry experience
GWFS Equities, INC
2021 - Present • 5 years
Greenwood Village, CO
UnEmployed
2020 - 2021 • 1 year
Bar Harbor, ME
Transamerica Investors Securities Corporation
2017 - 2020 • 3 years
Denevr, CO
Transamerica Retirement Solutions
2016 - 2020 • 4 years
Denver, CO
JP Morgan Securities, LLC
2016 - 2016 • 1 year
Denver, CO
JP Morgan Chase Bank
2016 - 2016 • 1 year
Denver, CO
TIAA-CREF
2008 - 2014 • 6 years
CO
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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