Levi A. Lamfers
Professional summary
Levi Allen Lamfers, who also goes by Levi Lamfers, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Myrtle Beach, South Carolina and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Levi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Levi has worked at 7 firms and has passed the Series 65, Series 66, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Levi Allen Lamfers's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 9, 2019 - Present
EMPOWER ADVISORY GROUP, LLC
December 9, 2019 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111April 15, 2016 - November 8, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
April 15, 2016 - November 8, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
February 6, 2014 - January 2, 2015
NEW ENGLAND SECURITIES
November 26, 2013 - January 2, 2015
NEW ENGLAND SECURITIES
August 15, 2012 - March 23, 2016
MSI FINANCIAL SERVICES, INC.
August 2, 2012 - March 23, 2016
MSI FINANCIAL SERVICES, INC.
February 28, 2011 - June 18, 2012
COMMONWEALTH FINANCIAL NETWORK
February 28, 2011 - June 18, 2012
COMMONWEALTH FINANCIAL NETWORK
February 6, 2007 - February 8, 2011
EQUITABLE ADVISORS, LLC
April 29, 2005 - February 8, 2011
EQUITABLE ADVISORS, LLC
September 11, 2003 - April 28, 2005
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 52TO
Date: 1/2/2023
Municipal 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.
