Leslie
Ortiz-Quiroz

Wealth Enhancement Advisory Services, LLC

CRD#7067603
Investment Advisor
in Rock Hill, SC

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About this Advisor

Leslie Ortiz-Quiroz is a financial advisor based in Rock Hill, South Carolina, working with Wealth Enhancement Advisory Services, LLC. Leslie has previously held positions at Rock Hill High School, Charanda Of Fort Mill, Winthrop University, Vertex Capital Advisors, Carroll Financial Associates, Cetera Advisor Networks, Lpl Financial, LLC, Wealth Enhancement Advisory Services, Wealth Enhancement Group, and Wealth Enhancement Brokerage Services. Leslie has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, Leslie is part of Wealth Enhancement Advisory Services, LLC, which operates out of Rock Hill, South Carolina. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

331 East Main Street Suite 403
Rock Hill, SC 29730

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

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

154,394

SC Average: 8,262
Average Account Size

$466,499

SC 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

Leslie Ortiz-Quiroz Work History

2021 - Present (4 years)

Lpl Financial, LLC

2021 - Present (4 years)

Wealth Enhancement Advisory Services

2021 - Present (4 years)

Wealth Enhancement Group

2021 - Present (4 years)

Wealth Enhancement Brokerage Services

2019 - 2021 (2 years)

Carroll Financial Associates

2019 - 2021 (2 years)

Cetera Advisor Networks

2018 - 2018 (< 1 year)

Winthrop University

2017 - 2018 (1 year)

Winthrop University

2017 - 2018 (1 year)

Vertex Capital Advisors

2016 - 2017 (1 year)

Charanda Of Fort Mill

2015 - 2018 (3 years)

Winthrop University

2011 - 2015 (4 years)

Rock Hill High School

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Disclosures

Please visit the SEC profile of Leslie Ortiz-Quiroz 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

Eric Grafnitz
Minneapolis, MN
Kendra Baranko
Minneapolis, MN
Colby Feane
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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