Alice McElhinney (CRD# 5626450) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Burlington, MA and has over 14 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Burlington, MA | Sep 2022 - Current | 1 |
| Wealth Enhancement Advisory Services | Burlington, MA | Sep 2022 - Current | 1 |
| Wealth Enhancement Group | Burlington, MA | Sep 2022 - Current | 1 |
| Wealth Enhancement Brokerage Services | Burlington, MA | Sep 2022 - Current | 1 |
| Pinnacle Tax, LLC | Melrose, MA | Jul 2019 - Current | 4 |
| Triad Advisors, LLC | Norcross, GA | Apr 2018 - Aug 2022 | 4 |
| Pinnacle Private Wealth, LLC | Woburn, MA | Apr 2017 - Aug 2022 | 5 |
| Robert Mcelhinney, Cpa | Melrose, MA | Jan 1991 - Jun 2019 | 28 |
| Lpl Financial LLC | Woburn, MA | Mar 2017 - Apr 2018 | 1 |
| Metlife Securities Inc. | Melrose, MA | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Boston, MA | Dec 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- MA
-
Total Assets Under Management72,025MILLIONS
-
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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