Albuquerque, NM Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

2

Of 1,962 advisors across 1,066 offices

Location

Albuquerque NM

Advisors at this office

2

Advisors at this office

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Victor O

Series 66, Series 63

Albuquerque, NM

Empower Advisory Group

Victor Ortega is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Fidelity Brokerage Services LLC for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Liam S

Series 63, Series 65

Albuquerque, NM

Empower Advisory Group

Liam Sturge is a financial advisor with Empower Advisory Group in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at MittGroup and Robinhood Markets, Inc. 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 certain retail brokerage clients. The firm uses an integrated model tied to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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