Craig Belisle (CRD# 2736027) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Atlanta, GA and has over 27 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 |
|---|---|---|---|
| Wealth Enhancement Brokerage Services | Atlanta, GA | Jul 2023 - Current | < 1 |
| Wealth Enhancement Group | Atlanta, GA | May 2020 - Current | 3 |
| Wealth Enhancement Advisory Services | Atlanta, GA | May 2020 - Current | 3 |
| Joyn Advisors, Inc. | Atlanta, GA | Nov 2016 - Apr 2020 | 3 |
| Joyn Atlanta, Inc. | Atlanta, GA | Nov 2016 - Apr 2020 | 3 |
| Minnesota Life | St. Paul, MN | Jul 1996 - Apr 2020 | 23 |
| Securian Financial Services, Inc. | St. Paul, MN | Jul 1996 - Apr 2020 | 23 |
| Gv Atlanta, Inc. | Atlanta, GA | Jul 1996 - Nov 2016 | 20 |
| Gv Financial Advisors, Inc. | Atlanta, GA | Jul 1996 - Nov 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
- GA
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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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