Abraham Barrera
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
15 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
15 years in the industry.
- Wealth Enhancement Advisory Services, LLCOct 2020 to now
- Wealth Enhancement GroupOct 2020 to now
- LPL Financial, LLCOct 2020 to Jun 2025
- Bbva Wealth Solutions Inc.Jul 2014 to Oct 2020
- Bbva Securities Inc.May 2013 to Oct 2020
- Bbva Compass Insurance Agency, Inc.Jan 2011 to Oct 2020
- Compass BankOct 2010 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
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
- 5734800
- Firm CRD
- 116407