AG
CFA
AG
CFA

Allen Gillespie

20 Years of Experience
Greenville, SC
Broker

Allen Gillespie is a CFA-designated registered investment advisor, based in Greenville, SC, with 20 years of industry experience.

Location

124 Verdae Blvd, Suite 504, Greenville, SC, 29607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Allen operates under the DBA Wealth Enhancement Group for his LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent RIA, dedicating full-time hours to this activity. Allen also owns a real estate rental property (Lakeside Lodge Condo) and several business entities for tax/investment purposes.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
December 2024 - Present · 1 yr 7 mos
Wealth Enhancement Advisory Services, LLC
October 2024 - Present · 1 yr 9 mos
Previous Registrations
LPL Financial LLCBroker
October 2024 - June 2025 · 8 mos
Fintrust Capital Advisors, LLC
March 2018 - October 2024 · 6 yrs 7 mos
Fintrust Investment Advisory Services, LLC
September 2009 - March 2018 · 8 yrs 6 mos
Gni Capital, LLC
April 2009 - March 2019 · 9 yrs 11 mos
Fintrust Brokerage Services, LLCBroker
September 2008 - October 2024 · 16 yrs 1 mo
Thomas F. White & CO., IncorporatedBroker
November 1998 - July 1999 · 8 mos
The Robinson-Humphrey Company INC.Broker
November 1995 - September 1997 · 1 yr 10 mos
State Registrations19 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Allen Gillespie - Financial Advisor | TrueAdvisor