Gary Ridge Sugg
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Wealth Enhancement Advisory Services, LLCNov 2021 to now
- Wealth Enhacement GroupNov 2021 to now
- Wealth Enhancement Brokerage ServicesNov 2021 to now
- LPL Financial LLCOct 2021 to Jun 2025
- Cetera Advisor Networks LLCSep 2021 to Nov 2021
- Carroll Financial Associates IncJun 2021 to Nov 2021
- Cetera Advisor NetworksJun 2021 to Aug 2021
- The Ability ExperienceNov 2016 to May 2021
- Quail Hollow ClubMay 2012 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7393060
- Firm CRD
- 116407