Brittani Lynn Dilliard

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

• 08/2012 → 08/2017
  Regions Bank
  Knoxville, TN
• 08/2017 → 04/2019
  Ubs Financial Services Inc.
  Oak Ridge, TN
• 08/2009 → 01/2017
  Emerald Island Lawn Service
  Knoxville, TN
• 01/2019 → 07/2020
  Emerald Island Lawn Service
  Knoxville, TN
• 04/2019 → 08/2021
  Morgan Stanley
  Knoxville, TN
• 08/2021 → 06/2023
  Ally Invest Securities Llc
  Charlotte, NC
• 06/2023 → 06/2025
  Lpl Financial Llc
  Knoxville, TN
• 06/2023 → Present
  Wealth Enhancement Advisory Services
  Knoxville, TN
• 06/2023 → Present
  Wealth Enhancement Group
  Knoxville, TN
• 06/2023 → Present
  Wealth Enhancement Brokerage Services
  Knoxville, TN

Previous Registrations

• 2021-10-12 → 2023-06-06
  Ally Invest Advisors
  Knoxville, TN
  Charlotte, NC
• 2020-01-31 → 2021-08-24
  Morgan Stanley
  Knoxville, TN

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date 6/12/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 06/13/2023. 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.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Other Names

• Brittani Lynn Kesecker