Robert Alexander Leggett
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCJul 2026 to now
- Wealth Enhancement GroupJul 2026 to now
- Compass Securities CorporationApr 2020 to Sep 2020
- Wealthshield LLCApr 2017 to Mar 2023
- Wealthshield Partners, LLCJan 2015 to Jun 2026
- Purshe Kaplan Sterling InvestmentsJan 2014 to Mar 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 3192764
- Firm CRD
- 116407