Deborah
Pursey
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Deborah Pursey is a certified financial planner who works out of Walnut Creek, California with 2 years of relevant experience. Pursey is an advisor for Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Cetera Advisor Networks LLC, Walnut Creek Wealth Management, Wealth Enhancement Group, Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services, LLC and Lpl Financial LLC. Pursey holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Wealth Enhancement Advisory Services, LLC is a registered investment company operating out of Minneapolis, MN. It oversees $56 billion in assets under management among its 128,050 client accounts, making it one of the biggest firms in the country by assets under management. Of its 128,050 client accounts, 27% are held by high-net-worth individuals who have at least $1 million in investable assets. Wealth Enhancement Advisory Services, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Wealth Enhancement Advisory Services, LLC can include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Deborah Pursey Work History
Deborah has been registered as a financial advisor for 2 years.*
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Wealth Enhancement Advisory Services, LLC
Lpl Financial LLC
Walnut Creek Wealth Management
Cetera Advisor Networks LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Deborah Pursey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Enhancement Advisory Services, LLC
Minneapolis, MN
Minneapolis, MN
Walnut Creek, CA
Minneapolis, MN
Alpharetta, GA
Minneapolis, MN
Minneapolis, MN
Green Bay, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
