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Louis Evola

Advisor at Empower Advisory Group

Updated today

Location

Mooresburg, TN

Credentials

Series 66

Industry experience

15 years

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Location

Mooresburg, TN

Most active in

Tennessee

Work history

Gwfs Equities, Inc.

2017 - Present (9 years)

Valic Financial

2012 - 2017 (5 years)

Valic Financial Advisors

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Linda H

Series 63

Rogersville, TN

Landaas & Company

Linda Hager is a financial advisor at Landaas & Company with 24 years of industry experience. She has been with Landaas & Company since 1999 and holds the Series 63 designation. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to create diversified portfolios tailored to clients’ objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management
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Mark A

Series 63, Series 65

Morristown, TN

WMG Financial Advisors, LLC

Mark Ashford is a financial advisor with WMG Financial Advisors, LLC in Morristown, TN, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Lincoln Financial Securities and operating The Ashford Group since 2005. Ashford is involved in managing power of attorney and estate responsibilities for family members. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage clients, using written Investment Policy Statements and a long-term trading approach across a diverse range of securities.

Annuities Real estate investing
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Nancy G

Series 66

Morristown, TN

Creative Financial Designs, Inc.

Nancy Guillen is a financial advisor at Creative Financial Designs, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Creative Financial Designs and CFD Investments Inc. since 2013. Outside of her advisory role, she is involved in insurance sales through Southern Heritage Investments and Planning in Morristown, TN. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Jan W

CFP®, ChFC®, Series 63, Series 65

Whitesburg, TN

Commonwealth Financial Network

Jan Wise is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Commonwealth Financial Network since 2004, with a brief transition in 2024, and is also president and co-owner of Wise Wealth, LLC, which operates in securities, advisory, and insurance services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers a variety of investment solutions and model portfolios, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Aimee H

Series 63, Series 65

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Aimee Helms is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is based in Morristown, Tennessee. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Joyce T

Series 63

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Joyce Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Taylor is based in Morristown, TN. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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