Robert Barclift Borden
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets
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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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCJun 2025 to now
- Wealth Enhancement GroupJun 2025 to now
- Mariner Wealth AdvisorsJan 2022 to Jun 2025
- Mercer Global Advisors Inc.Sep 2020 to Jan 2022
- Bellatore Financial, Inc.Jan 2019 to Sep 2020
- Hfg Wealth Management, LLCJun 2018 to Sep 2020
- Crosspoint PlanningJan 2017 to Jun 2018
- The Mather GroupSep 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2011
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
- 3093802
- Firm CRD
- 116407