Talonda M. Howard
Professional summary
Talonda M Howard, who also goes by Talonda Howard, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Lisle, Illinois and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Talonda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Talonda has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Talonda M Howard's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 23, 2020 - Present
EMPOWER ADVISORY GROUP, LLC
March 23, 2020 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111August 29, 2018 - July 25, 2019
BANKERS LIFE ADVISORY SERVICES, INC.
August 29, 2018 - July 25, 2019
BANKERS LIFE SECURITIES, INC.
April 19, 2016 - August 28, 2018
VALIC FINANCIAL ADVISORS, INC.
October 5, 2015 - August 28, 2018
VALIC FINANCIAL ADVISORS, INC.
June 1, 2009 - August 20, 2014
MORGAN STANLEY
November 10, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
February 2, 2007 - September 29, 2008
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Exams
FINRA
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 |
|---|---|---|
| 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.
