Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vance? Claim Your ProfileVance Gray is a financial advisor with over 30 years of experience in the industry. Vance is registered with Wealth Enhancement Advisory Services, LLC in Maine and Texas. Vance is also registered with Vancegray Wealth Management, Inc. in Maine and Texas. Vance has a Series 7 and Series 63 license and is a Certified Financial Planner. Vance Gray specializes in providing financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. Vance Gray is also a member of the ERISA 3(38) Investment Manager. Vance Gray's firm, Wealth Enhancement Advisory Services, LLC, has over $72 billion in assets under management and has a total of 154,394 client accounts. Vance Gray is committed to providing his clients with the highest quality of financial advice and service.
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
01/02/2025 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
ME
01/03/2007 - 04/10/2013
TRIAD ADVISORS, INC. (BANGOR ME)
ME
05/29/1991 - 01/04/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BANGOR ME)
MN
05/29/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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