William Michael Gordon

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 09/2024
  William M Gordon, Cpa
  Greer, SC
• 09/2011 → 10/2016
  Rental Real Estate
  St Helena Island, SC
• 09/2014 → 09/2024
  Fintrust Brokerage Services, Llc
  Greenville, SC
• 09/2014 → 03/2018
  Fintrust Investment Advisory Services, Llc
  Greenville, SC
• 03/2018 → 09/2024
  Fintrust Capital Advisors, Llc
  Greenville, SC
• 03/2018 → 09/2024
  United Community Insurance, Inc.
  Greenville, SC
• 01/2018 → 09/2024
  Fintrust Capital Partners, Llc
  Greenville, SC
• 10/2024 → Present
  Wealth Enhancement Group
  Greenville, SC
• 10/2024 → Present
  Wealth Enhancement Advisory Services
  Greenville, SC

Previous Registrations

• 2018-03-23 → 2024-10-03
  Fintrust Capital Advisors, Llc
  Greenville, SC
• 2014-09-17 → 2018-03-28
  Fintrust Investment Advisory Services, Llc
  Greenville, SC
• 2011-09-15 → 2014-09-16
  Raymond James Financial Services Advisors, Inc
  Greer, SC

Exams

• S66 Uniform Combined State Law Examination
  2000-08-17

Other Names

• Mike Gordon