Terence Tachang

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

• 01/2021 → 01/2025
  Ubs Financial Services Inc
  Boston, MA
• 02/2020 → 01/2021
  Citizens Bank Na
  Boston, MA
• 10/2018 → 02/2020
  Hult International Business School
  Boston, MA
• 07/2017 → 10/2018
  Afriland First Bank
  Yaounde
• 08/2016 → 05/2017
  Suny Canton
  Canton, NY
• 01/2025 → Present
  Wealth Enhancement Group
  Atlanta, GA
• 01/2025 → Present
  Wealth Enhancement Advisory Services
  Atlanta, GA

Previous Registrations

• 2021-08-27 → 2024-04-19
  Ubs Financial Services Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-08-27

Other Names

• Terence T Tachang