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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jeffrey Hill is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. David has been in the industry since 2013 and holds Series 7, Series 63 and Series 65 licenses. David is also a registered investment advisor in Louisiana and Texas. David has experience working with various client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. David specializes in financial planning, pension consulting, educational seminars, and portfolio management. Wealth Enhancement Advisory Services, LLC is an independent investment advisory firm headquartered in Plymouth, Minnesota, with offices in Houston, Texas. They provide investment advisory services to individuals, families, and institutions.
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
TX
08/08/2019 - Present
Wealth Enhancement Advisory Services, LLC (HOUSTON TX)
TX
08/02/2019 - 08/03/2022
LPL FINANCIAL LLC (HOUSTON TX)
TX
03/09/2018 - 07/17/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUGAR LAND TX)
TX
10/27/2014 - 03/23/2016
NORTHERN TRUST SECURITIES, INC. (HOUSTON TX)
TX
12/24/2013 - 09/12/2014
GIRARD SECURITIES, INC. (THE WOODLANDS TX)
NV
05/12/2010 - 01/11/2012
CM SECURITIES, LLC (HENDERSON NV)
IA
Issued 07/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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