BL
BL

Brian Lauria

25 Years of Experience
Franklin, TN
1 DisclosureBroker

Brian Lauria is a registered investment advisor at Empower Advisory Group, LLC, based in Franklin, TN, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Franklin, TN

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2019
Pending
Employment History
Current Registrations
Empower Advisory Group, LLC
April 2024 - Present · 2 yrs 3 mos
Empower Financial Services, INC.
April 2024 - Present · 2 yrs 3 mos
Empower Financial Services, INC.Broker
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
VALIC Financial Advisors, INC.
June 2021 - February 2024 · 2 yrs 8 mos
VALIC Financial Advisors, INC.Broker
June 2021 - February 2024 · 2 yrs 8 mos
VALIC Financial Advisors, INC.Broker
December 2018 - March 2021 · 2 yrs 3 mos
Questar Capital CorporationBroker
June 2017 - July 2018 · 1 yr 1 mo
Ameritas Investment CORP.Broker
December 2015 - July 2017 · 1 yr 7 mos
Allianz Life Financial Services, LLCBroker
December 2009 - March 2012 · 2 yrs 3 mos
Ing Funds Distributor, INC.Broker
June 2000 - September 2000 · 3 mos
Directed Services LLCBroker
June 2000 - November 2009 · 9 yrs 5 mos
Locust Street Securities, INC.Broker
July 1999 - May 2000 · 10 mos
United Variable Services, INC.Broker
September 1995 - June 1999 · 3 yrs 9 mos
State Registrations1 state
TN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.