William Dillon is a CFP-designated registered investment advisor, based in Charlotte, NC, with 33 years of industry experience.
Location
4521 Sharon Rd, Suite 400, Charlotte, NC, 28211
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Regulatory History (1)
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Customer Dispute
February 2002Denied
Other Business Activities
William operates his LPL business under the DBA Wealth Enhancement Group. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Wealth Enhancement Advisory Services, LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
November 2021 - June 2025 · 3 yrs 7 mos
Carroll Financial Associates INC
February 2003 - December 2021 · 18 yrs 10 mos
Cetera Advisor Networks LLCBroker
July 1995 - December 2021 · 26 yrs 5 mos
Interstate/johnson Lane CorporationBroker
June 1992 - July 1995 · 3 yrs 1 mo
State Registrations13 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.