Christopher
Dillon

Wealth Enhancement Advisory Services, LLC

CRD#6608490
Investment Advisor
in Charlotte, NC

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About this Advisor

Christopher Dillon is a financial advisor based out of Charlotte, North Carolina who has 2 years of relevant experience. Dillon is on the advisory team at Wealth Enhancement Advisory Services, LLC. Throughout their career, Dillon has worked at Carroll Financial Associates, Inc, Cetera Advisor Networks, Wells Fargo, North Carolina State University, Arysta Lifescience, Myers Park High School, Quail Hollow Country Club, Lpl Financial, LLC, Wealth Enhancement Advisory Services, LLC, Wealth Enhancement Group and Wealth Enhancement Brokerage Services. Dillon holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in North Carolina. Wealth Enhancement Advisory Services, LLC is a firm that has its headquarters in Minneapolis, MN. It has $56 billion in assets under management among its 128,050 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth investors who have more than $1 million in assets. Wealth Enhancement Advisory Services, LLC offers a wide range 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. Fees for financial management typically are based on the type of services provided. However, fees charged by Wealth Enhancement Advisory Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

4521 Sharon Road Suite 400
Charlotte, NC 28211

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

NC Average: 8,262
Average Account Size

$440,396

NC 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

Christopher Dillon Work History

Christopher has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Wealth Enhancement Advisory Services, LLC

2021 - Present (3 years)

Wealth Enhancement Group

2021 - Present (3 years)

Wealth Enhancement Brokerage Services

2019 - 2021 (2 years)

Carroll Financial Associates, Inc

2019 - 2021 (2 years)

Cetera Advisor Networks

2018 - 2019 (1 year)

Wells Fargo

2017 - 2017 (< 1 year)

Arysta Lifescience

2014 - 2018 (4 years)

North Carolina State University

2014 - 2014 (< 1 year)

Quail Hollow Country Club

2009 - 2014 (5 years)

Myers Park High School

*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 Christopher Dillon 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

William Buhr
Itasca, IL
Austin Thielen
Minneapolis, MN
Katy Chase
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Kevin Saylor
Alpharetta, GA
Charles Campbell
Minneapolis, MN
Cindy Hyde
Minneapolis, MN
Gideon Hicks
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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