Evangeline A. Lodwick
Professional summary
Evangeline Alderton Lodwick, who also goes by Evangeline Alderton List, Vangie A List, Vangie List, Evangeline Alderton Lodwick, Evangeline Lodwick, Vangie Alderton Lodwick, Vangie Lodwick, Evangeline Woods, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Troutman, North Carolina and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Evangeline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Evangeline has worked at 20 firms and has passed the Series 66, Series 65, Series 63, Series 72, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Evangeline Alderton Lodwick's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2023 - Present
EMPOWER ADVISORY GROUP, LLC
April 3, 2023 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111August 9, 2021 - January 3, 2022
VERITY ASSET MANAGEMENT
August 9, 2021 - January 3, 2022
VERITY INVESTMENTS, INC.
January 7, 2019 - June 18, 2021
VALIC FINANCIAL ADVISORS, INC.
September 28, 2018 - June 18, 2021
VALIC FINANCIAL ADVISORS, INC.
March 3, 2014 - January 30, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
March 12, 2004 - February 18, 2014
FIRST FINANCIAL SECURITIES OF AMERICA, INC.
October 8, 2002 - August 13, 2003
METROPOLITAN LIFE INSURANCE COMPANY
October 8, 2002 - August 13, 2003
MSI FINANCIAL SERVICES, INC.
June 5, 2002 - October 16, 2002
JBS LIBERTY SECURITIES, INC.
January 24, 2001 - April 12, 2001
MONY SECURITIES CORPORATION
February 10, 2000 - December 22, 2000
MARION BASS SECURITIES CORPORATION
June 18, 1999 - January 18, 2000
MARION BASS SECURITIES CORPORATION
November 12, 1997 - June 24, 1999
SIGNATOR INVESTORS, INC.
January 28, 1997 - October 3, 1997
BIRCHTREE FINANCIAL SERVICES LLC
August 23, 1996 - November 29, 1996
SUNPOINT SECURITIES, INC.
June 6, 1994 - September 20, 1994
NATIONSSECURITIES
August 12, 1993 - January 13, 1994
FIRST UNION CAPITAL MARKETS CORP.
February 25, 1992 - August 6, 1993
MORGAN STANLEY DW INC.
November 17, 1989 - November 16, 1990
WACHOVIA SECURITIES, INC.
September 19, 1989 - November 16, 1989
PRUDENTIAL EQUITY GROUP, LLC
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(7/21/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
(4/3/2023)
Exams
Series 72
Date: 1/2/2023
Government Securities Representative ExaminationFINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2026 | ||
| 03/28/2025 | ||
| 11/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
