David Acosta Marquez
Advisor at Empower Advisory Group — Miami, FL
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 66
Experience Industry experience
6 years
Location
Miami, FL
Empower Advisory Group
Enterprise
David Acosta Marquez is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 designations and has held previous roles with Wells Fargo Clearing, Wells Fargo Bank, and Advised Assets Group. Outside of his advisory work, he is also involved as a video game streamer on the Twitch platform through a separate business activity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated approach focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
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
Miami, FL
Miami FL
Advisors at this office
9
Florida
6 years of industry experience
Advised Assets Group, LLC
2022 - Present • 4 years
Greenwood Village, CO
GWFS Equities, INc
2022 - Present • 4 years
Greenwood Village, CO
Wells Fargo Clearing
2021 - 2022 • 1 year
Miami, FL
Wells Fargo Clearing
2018 - 2021 • 3 years
Miami, FL
Wells Fargo Bank, nA
2015 - 2022 • 7 years
Miami, FL
Wells Fargo Bank, nA
2015 - 2021 • 6 years
Miami, FL
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Insurance agent
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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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