Rachel Lauren Romero

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

• 06/2019 → 05/2024
  The Financial Advisory Group, Inc
  Houston, TX
• 05/2018 → 06/2019
  The Financial Advisory Group, Inc
  Houston, TX
• 08/2017 → 05/2018
  Student At Texas Tech University
  Lubbock, TX
• 05/2017 → 08/2017
  First Cash, Inc
  Fort Worth, TX
• 08/2014 → 05/2017
  Student At Texas Tech University
  Lubbock, TX
• 06/2024 → Present
  Wealth Enhancement Group
  Houston, TX
• 06/2024 → Present
  Wealth Enhancement Advisory Services
  Houston, TX

Previous Registrations

• 2022-03-17 → 2024-06-21
  The Financial Advisory Group, Llc
  Houston, TX

Other Businesses

Rental Property - Non-Investment Related - Houston, TX - Co-Owner - Start Date: 01/2026 - 1 Hour Spent Per Month, 0 Hours Spent During Trading Hours.

Designations

• Certified Financial Planner

Other Names

• Rachel Lauren Romero
• Rachel Romero