David Harrison Goodless
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Wealth Enhancement Advisory Services, LLCFeb 2026 to now
- Wealth Enhancement Brokerage ServicesFeb 2026 to now
- Wealth Enhancement GroupFeb 2026 to now
- Cnr SecuritiesMar 2021 to Jan 2026
- Assetmark Brokerage, LLCMar 2020 to Mar 2021
- Assetmark Financial, Inc.Mar 2020 to Mar 2021
- Gf Investment Services, LLCDec 2015 to Apr 2019
- Global Financial Private Capital, LLCJul 2013 to Mar 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6286965
- Firm CRD
- 116407