Brian Bedford

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

• 08/2012 → 07/2018
  Lpl Financial
  Rochester, NY
• 07/2018 → 02/2023
  Raymond James Financial Services Advisors, Inc
  Rochester, NY
• 08/2019 → 02/2023
  Legacy Financial Insurance Services
  Rochester, NY
• 08/2019 → 02/2023
  Legacy Financial Planning Llc
  Rochester, NY
• 02/2023 → 06/2025
  Lpl Financial Llc
  Rochester, NY
• 02/2023 → Present
  Wealth Enhancement Group
  Rochester, NY
• 02/2023 → Present
  Wealth Enhancement Advisory Services
  Rochester, NY
• 02/2023 → Present
  Wealth Enhancement Brokerage Services
  Rochester, NY
• 07/2018 → 01/2022
  Raymond James Financial Services, Inc.
  Rochester, NY

Previous Registrations

• 2018-07-16 → 2023-02-02
  Raymond James Financial Services Advisors, Inc
  Rochester, NY
  Rochester, NY
• 2014-09-30 → 2018-07-16
  Private Advisor Group, Llc
  Morristown, NJ
  Shelton, CT
  Rochester, NY
• 2013-01-28 → 2014-10-01
  Lpl Financial Llc
  Rochester, NY
  Morristown, NJ
  Rochester, NY
  Oswego, NY
  Shelton, CT

Other Businesses

OUR 5 GROUP - Real Estate Rental - 1485 MONROE AVE, ROCHESTER, NY - Investment related - 20 Hours per month - Start date: 11/30/2019. WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 2/1/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 02/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. Ash Brokerage through Wealth Enhancement Group - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/13/2024 - 2 Hours Per Month/ During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-12

Other Names

• Brian Bedford
• Brian David Bedford