Carl Patrick Carlos
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
17 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
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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
17 years in the industry.
- Wealth Enhancement Advisory Services, LLCFeb 2025 to now
- Wealth Enhancement GroupFeb 2025 to now
- Cabot Lodge SecuritiesSep 2019 to Jan 2025
- Fuller Wealth Management, LLCAug 2018 to Jan 2025
- Ifs Securities Inc.Jul 2018 to Aug 2019
- Raymond James & Associates, Inc.Mar 2009 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 3042225
- Firm CRD
- 116407