David Lewis
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$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, LLCOct 2024 to now
- Wealth Enhancement Brokerage ServicesOct 2024 to now
- Wealth Enhancement GroupOct 2024 to now
- LPL Financial LLCOct 2024 to Jun 2025
- Fintrust Capital Advisors, LLCMar 2018 to Sep 2024
- Fintrust Capital Partners, LLCJan 2018 to Sep 2024
- Fintrust Brokerage Services, LLCJan 2013 to Sep 2024
- Fintrust Investment Advisory Services, LLCJan 2013 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 6154168
- Firm CRD
- 116407