Scott Reid

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

• 11/2012 → Present
  Cpa Retirement Planning
  Orange Park, FL
• 04/2013 → 12/2017
  National Planning Corporation
  Orange Park, FL
• 11/2017 → 06/2025
  Lpl Financial Llc
  Orange Park, FL
• 12/2017 → Present
  Wealth Enhancement Advisory Services
  Orange Park, FL
• 12/2017 → Present
  Wealth Enhancement Brokerage Services
  Orange Park, FL
• 12/2017 → Present
  Wealth Enhancement Group
  Orange Park, FL

Previous Registrations

• 2017-11-30 → 2018-05-21
  Lpl Financial Llc
  Orange Park, FL
• 2014-09-11 → 2017-12-06
  National Planning Corporation
  Orange Park, FL
  Los Angeles, CA

Other Businesses

Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - RIA provides asset management and financial services - Start Date 12/01/2017 - 80 Hours Per Month / 80 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity on 1/4/2018. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms 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. No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 04/30/2018 - 0 Hours Per Month/0 Hours During Securities Trading. No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - VP Financial Advisor - Start Date - 02/24/2022 - 1 Hours Per Month/00 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-08

Designations

• Certified Financial Planner

Other Names

• Scott James Reid