Best Investors Account Sign in
Inactive

Lily L Ku

Wealth Enhancement Advisory Services, LLC

Cupertino, CA

Plymouth, MN

South San Francisco, CA

Austin, TX

Claim This Profile
Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-01
TX RA APPROVED 2021-06-01
  • CA RA
    APPROVED
    Since 2021-06-01
  • TX RA
    APPROVED
    Since 2021-06-01

Branch Locations

10080 N Wolfe Rd Suite Sw3-200, Office 267, Cupertino, CA 95014 • United States

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

611 Gateway Blvd Suite 120, Office 256, South San Francisco, CA 94080 • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pillar Pacific Capital Management, Llc San Marino CA 11/2007 06/2021
Wealth Enhancement Advisory Services Plymouth MN 06/2021 Present
Wealth Enhancement Group Plymouth MN 06/2021 Present
  • 11/2007 → 06/2021
    Pillar Pacific Capital Management, Llc
    San Marino, CA
  • 06/2021 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 06/2021 → Present
    Wealth Enhancement Group
    Plymouth, MN
Previous Registrations
  • 2007-11-26 → 2021-06-04
    Pillar Pacific Capital Management Llc
    Pacifica, CA
    San Marino, CA
  • 2004-10-04 → 2007-11-27
    Pacwest Financial Management Inc
    San Marino, CA
Other Businesses

DBA Wealth Enhancement Group

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-02
  • S65 Uniform Investment Adviser Law Examination
    2004-09-02
Designations
Other Names
  • Lily Lee

View on SEC IAPD

More in Cupertino, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor