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Credentials
Series 65, Series 63
Experience Industry experience
11 years
Location
Townsend, MT
Empower Advisory Group
Enterprise
Julie Lucas is a financial advisor with Empower Advisory Group in Townsend, MT, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering 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
Townsend, MT
Townsend MT
Advisors at this office
1
Montana
11 years of industry experience
Gwfs Equities, Inc.
2015 - Present • 11 years
Helena, MT
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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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