Best Investors
Account
Sign in
Best Investors
Account
Sign in
Wealth Enhancement Advisory Services, LLC CRD 116407
$122B regulatory AUM 327 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
5599 San Felipe Suite 900, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Financial Advisory Group | Richmond | TX | 07/2014 | 05/2024 |
| Wealth Enhancement Group | Houston | TX | 06/2024 | Present |
| Wealth Enhancement Advisory Services | Houston | TX | 06/2024 | Present |
JUAN MARTINEZ - SUGAR LAND, TX - CPA. PREPARE TAX RETURNS FOR FRIENDS AND FAMILY. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-07 |
Reach out to this advisor