Rachel
Romero
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Rachel Romero is a financial advisor based in Houston, Texas, working with Wealth Enhancement Advisory Services, LLC. Rachel has previously held positions at The Financial Advisory Group, Inc, Student At Texas Tech University, First Cash, Inc, Student At Fossil Ridge High School, Wealth Enhancement Group, and Wealth Enhancement Advisory Services. Rachel is registered to provide services in Texas. Currently, Rachel is part of Wealth Enhancement Advisory Services, LLC, which operates out of Houston, Texas. 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
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$72,024,609,099
154,394
$466,499
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
Rachel Romero Work History
Wealth Enhancement Group
Wealth Enhancement Advisory Services
The Financial Advisory Group, Inc
The Financial Advisory Group, Inc
Student At Texas Tech University
First Cash, Inc
Student At Texas Tech University
Student At Fossil Ridge High School
Disclosures
Please visit the SEC profile of Rachel Romero 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
Los Angeles, CA
Denver, CO
Minneapolis, MN
Jackson, MO
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
