Best Investors Account Sign in
Inactive

William Michael Gordon

Wealth Enhancement Advisory Services, LLC

Greenville, SC

Plymouth, MN

Claim This Profile
Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-10-03
  • SC RA
    APPROVED
    Since 2024-10-03

Branch Locations

124 Verdae Blvd Suite 504, Greenville, SC 29607 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
William M Gordon, Cpa Greer SC 09/2011 09/2024
Rental Real Estate St Helena Island SC 09/2011 10/2016
Fintrust Brokerage Services, Llc Greenville SC 09/2014 09/2024
Fintrust Investment Advisory Services, Llc Greenville SC 09/2014 03/2018
Fintrust Capital Advisors, Llc Greenville SC 03/2018 09/2024
United Community Insurance, Inc. Greenville SC 03/2018 09/2024
Fintrust Capital Partners, Llc Greenville SC 01/2018 09/2024
Wealth Enhancement Group Greenville SC 10/2024 Present
Wealth Enhancement Advisory Services Greenville SC 10/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-17
  • S66 Uniform Combined State Law Examination
    2000-08-17
Other Names
  • Mike Gordon

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
FORTIS CAPITAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
GOEPPER BURKHARDT LLC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
FIFTH THIRD SECURITIES, INC.

Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

More in Greenville, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor