Brandy Savage
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCDec 2024 to now
- Wealth Enhancement GroupDec 2024 to now
- Ep Wealth AdvisorsSep 2024 to Nov 2024
- Summitry, LLCMar 2022 to Sep 2024
- Fidelity Brokerage ServicesJul 2020 to Mar 2022
- Bank of America, N.A.Jul 2019 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Aug 2020
- Law Offices of Anthony W. Gibbs & Doric TrustAug 2015 to Mar 2019
- Anthony Gibbs & Dana Bent, As Husband and WifeAug 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7126082
- Firm CRD
- 116407