Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-25 |
Branch Locations
10461 6 Mile Cypress Pkwy Suite 503, Fort Myers, FL 33966 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Fort Myers | FL | 07/2003 | 05/2017 |
| Raymond James Financial Services, Inc. | Fort Meyers | FL | 05/2017 | 10/2022 |
| Raymond James Financial Services Advisors Inc. | Fort Myers | FL | 05/2017 | 10/2022 |
| Lpl Financial Llc | Fort Myers | FL | 10/2022 | 06/2025 |
| Wealth Enhancement Advisory Services | Fort Myers | FL | 10/2022 | Present |
| Wealth Enhancement Group | Fort Myers | FL | 10/2022 | Present |
| Wealth Enhancement Brokerage Services | Fort Myers | FL | 10/2022 | Present |
1) 11/08/2022 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/1/2022 - 800 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-22 |
Reach out to this advisor