Steven Petcovic (CRD# 4397453) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Alpharetta, GA and has over 22 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Alpharetta, GA | Nov 2021 - Current | 2 |
| Wealth Enhancement Group | Alpharetta, GA | Nov 2021 - Current | 2 |
| Wealth Enhancement Advisory Services | Alpharetta, GA | Nov 2021 - Current | 2 |
| Wealth Ehnahcncement Brokerage Services | Alpharetta, GA | Nov 2021 - Current | 2 |
| The Leaders Group Inc. | Littleton, CO | Aug 2005 - Nov 2021 | 16 |
| The Wealth Enhancement Group Inc. | Alpharetta, GA | Mar 2003 - Nov 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- GA
- LA
- TX
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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