Skip to content

William H Borders

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets

Are you William H Borders? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

25 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCJan 2024 to now
  2. Wealth Enhancement GroupJan 2024 to now
  3. Landmark Financial Advisors, LLCMar 2001 to Jan 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 1 state (KY).

Wealth Enhancement Advisory Services, LLC

$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2237620
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
CallContact this firm