Long Branch, NJ Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

2

Of 1,962 advisors across 1,068 offices

Location

Long Branch NJ

Advisors at this office

2

Advisors at this office

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Alexander C

Series 66

Long Branch, NJ

Empower Advisory Group

Alexander Coun is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he was with Equitable Advisors, LLC and has a background that includes time at Rutgers University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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

Series 63, Series 66

Long Branch, NJ

Empower Advisory Group

Walter Pereira is a financial advisor at Empower Advisory Group with 10 years of industry experience. He has held positions at Wells Fargo and Merrill prior to joining Empower. Pereira holds Series 63 and Series 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates over short-term forecasts.

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