Adam Tobin
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2024 to now
- Wealth Enhancement Brokerage ServicesMay 2024 to now
- Wealth Enhancement GroupMay 2024 to now
- LPL Financial LLCMay 2024 to Jun 2025
- Lynch Retirement Investment GroupAug 2021 to Apr 2024
- Raymond James Financial Services Advisors, Inc.Aug 2021 to Apr 2024
- Raymond James Financial Services, Inc.Aug 2021 to Apr 2024
- T Rowe PriceOct 2012 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 6135586
- Firm CRD
- 116407