Abraham Barrera

Wealth Enhancement Advisory Services, LLC

15 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Wealth Enhancement Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

833 advisors

Number of Clients

70,834 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$94.6B

Fee Structure

Location

1800 W Loop S, Suite 1900, Houston, TX, 77027

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History

Regulatory History (1)

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Customer Dispute

September 2023

Pending

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Other Business Activities

Abraham uses Wealth Enhancement Group as a DBA for his LPL business since 2020. This activity is investment-related.

Employment History

Current Registrations

Wealth Enhancement Advisory Services, LLC

October 2020 - Present · 5 yrs 4 mos

Wealth Enhancement Brokerage Services, LLCBroker

October 2020 - Present · 5 yrs 4 mos

Wealth Enhancement Brokerage Services, LLC

October 2020 - Present · 5 yrs 4 mos

Previous Registrations

LPL Financial LLC

March 2021 - April 2021 · 1 mo

LPL Financial LLCBroker

October 2020 - December 2022 · 2 yrs 2 mos

Bbva Wealth Solutions INC.

July 2014 - September 2020 · 6 yrs 2 mos

Bbva Securities INC.Broker

May 2013 - September 2020 · 7 yrs 4 mos

Bbva Compass Investment Solutions, INCBroker

January 2011 - May 2013 · 2 yrs 4 mos

Chase Investment Services CORP.Broker

December 2009 - October 2010 · 10 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.