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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Gillespie is a financial advisor with over 25 years of experience in the industry. Allen holds licenses for both Broker-Dealer and Investment Advisor, and is a registered representative of Wealth Enhancement Brokerage Services. Allen is also an Investment Advisor Representative for Wealth Enhancement Advisory Services, a separate and independent firm from LPL Financial. He has a comprehensive understanding of the financial services industry and has a proven track record of success in helping clients achieve their financial goals. Allen is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the prestigious Chartered Financial Analyst (CFA) designation. Allen is based in Greenville, South Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
10/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
11/18/1998 - 07/29/1999
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
GA
11/29/1995 - 09/23/1997
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
BC
Issued 06/17/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/02/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/12/2011
Series 4 - Registered Options Principal Examination
BC
Issued 09/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/24/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/24/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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