Paige M. Wilcox
Professional summary
Paige Marie Wilcox, who also goes by Paige M Wilcox, Paige Marie Wilcox, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Johnson City, New York and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Paige is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Paige has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paige Marie Wilcox's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2024 - Present
EMPOWER ADVISORY GROUP, LLC
August 30, 2024 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111June 28, 2023 - August 24, 2024
J.P. MORGAN SECURITIES LLC
June 28, 2023 - August 24, 2024
J.P. MORGAN SECURITIES LLC
September 15, 2022 - May 30, 2023
KEY INVESTMENT SERVICES LLC
September 15, 2022 - May 30, 2023
KEY INVESTMENT SERVICES LLC
January 5, 2018 - July 14, 2022
EQUITABLE ADVISORS, LLC
November 22, 2017 - July 14, 2022
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
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.
