Alice
Mcelhinney
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Alice Mcelhinney is a financial advisor based in Burlington, Massachusetts with a total of 1 year of relevant experience. Mcelhinney is currently employed by Wealth Enhancement Advisory Services, LLC. Throughout their career, Mcelhinney has worked at Robert Mcelhinney, Cpa, New England Securities, Metlife Securities Inc, Lpl Financial LLC, Pinnacle Private Wealth, LLC, Triad Advisors, LLC, Pinnacle Tax, LLC, Wealth Enhancement Advisory Services, Wealth Enhancement Group and Wealth Enhancement Brokerage Services. Mcelhinney holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Wealth Enhancement Advisory Services, LLC is an advisory company based in Minneapolis, MN. It administers $56 billion in assets across its 128,050 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 128,050 accounts, 27% belong to high-net-worth investors who have greater than $1 million in investable assets. Wealth Enhancement Advisory Services, LLC performs a wide array 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 charged by financial advisors largely are based on the type of financial services. Fee types billed by Wealth Enhancement Advisory Services, LLC can include any blend 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
Alice Mcelhinney Work History
Alice has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Pinnacle Tax, LLC
Triad Advisors, LLC
Lpl Financial LLC
Pinnacle Private Wealth, LLC
Metlife Securities Inc
New England Securities
Robert Mcelhinney, Cpa
*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 Alice Mcelhinney 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
Alpharetta, GA
Denver, CO
Minneapolis, MN
Walnut Creek, CA
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Charlotte, NC
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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