Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Henry Ledfrod jr is an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. Joe Henry Ledfrod jr has been in the industry since November 3, 2007. Joe Henry Ledfrod jr holds Series 6, Series 63 and Series 65 licenses as well as the SIE exam. Joe Henry Ledfrod jr is registered in Texas. Joe Henry Ledfrod jr has worked for Woodbury Financial Services, Inc., SII Investments, Inc., Cullum & Sandow Securities, Inc., LPL Financial, Householder Group Estate and Retirement Specialists, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Wealth Enhancement Brokerage Services.
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
11/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLANO TX)
TX
01/30/2018 - 07/25/2019
WOODBURY FINANCIAL SERVICES, INC. (PLANO TX)
TX
12/10/2008 - 01/30/2018
SII INVESTMENTS, INC. (PLANO TX)
TX
07/15/1996 - 08/20/1997
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
IA
Issued 06/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joe Ledfrod jr is the right advisor for you? Invested Better is here to help.
