Perry
Curasco

Wealth Enhancement Advisory Services, LLC

CRD#1009523
Investment Advisor
in Fort Myers, FL

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About this Advisor

Perry Curasco is a financial advisor based out of Fort Myers, Florida with a total of 1 year of relevant experience. Curasco currently works for Wealth Enhancement Advisory Services, LLC. Throughout their career, Curasco has worked at Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Lpl Financial LLC, Wealth Enhancement Advisory Services, Wealth Enhancement Group and Wealth Enhancement Brokerage Services. Curasco maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Wealth Enhancement Advisory Services, LLC is an advisory business headquartered in Minneapolis, MN. It manages $56 billion in total assets between its 128,050 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 128,050 accounts, 27% are held by high-net-worth investors who have at least $1 million in assets available to invest. Wealth Enhancement Advisory Services, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely are based on which services the firm provides the client. Fee types charged by Wealth Enhancement Advisory Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10461 6 Mile Cypress Pkwy Suite 503
Fort Myers, FL 33966

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

FL Average: $5,289,111,388
Total Number of Accounts

128,050

FL Average: 8,262
Average Account Size

$440,396

FL Average: $640,173

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

Perry Curasco Work History

Perry has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Brokerage Services

2017 - 2022 (5 years)

Raymond James Financial Services, Inc

2017 - 2022 (5 years)

Raymond James Financial Services Advisors Inc

2003 - 2017 (14 years)

Wells Fargo Clearing Services, 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 Perry Curasco 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

David Fox
Denver, CO
Chris Schiffer
Warren, NJ
Angela Breitsprecher
Minneapolis, MN
Myra Natter
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Devin Hanson
Saint Helena, CA
Emily Reidenouer
Charlotte, NC
Cindy Hyde
Minneapolis, MN

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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