Joe Dan Hollingsworth
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
21 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
21 years in the industry.
- Wealth Enhancement Advisory Services, LLCJan 2026 to now
- Wealth Enhancement GroupJan 2026 to now
- Luxury Homes InternationalMar 2024 to now
- Hunley Insurance LLCMay 2025 to Jun 2025
- Hunley Wealth Management, LLCMay 2025 to Jun 2025
- UnemployedMay 2023 to Feb 2024
- Fisher InvestmentsOct 2020 to May 2023
- Edward JonesNov 2017 to Oct 2020
- Webster UniversityOct 2011 to Jan 2020
- Nationwide Investment Advisors, LLCDec 2006 to Nov 2017
- Nationwide Investment Services CorporationDec 2005 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 4546605
- Firm CRD
- 116407