Alice Mobbs Mcelhinney
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
34 yearsExperience
3 statesRegistered 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
34 years in the industry.
- Wealth Enhancement Advisory Services, LLCSep 2022 to now
- Wealth Enhancement Brokerage ServicesSep 2022 to now
- Wealth Enhancement GroupSep 2022 to now
- Pinnacle Tax, LLCJul 2019 to now
- LPL Financial LLCSep 2022 to Jun 2025
- Triad Advisors, LLCApr 2018 to Aug 2022
- Pinnacle Private Wealth, LLCApr 2017 to Aug 2022
- LPL Financial LLCMar 2017 to Apr 2018
- Metlife Securities Inc.Jan 2015 to Mar 2017
- Robert Mcelhinney, CpaJan 1991 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, NH).
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
- 5626450
- Firm CRD
- 116407