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Alice Mcelhinney

17 Years of Experience
Jupiter, FL
Broker

Alice Mcelhinney is a registered investment advisor, based in Jupiter, FL, with 17 years of industry experience.

Location

Jupiter, FL

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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

Alice operates Wealth Enhancement Group as a DBA for her LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to the latter. She also co-owns rental real estate and is involved with Pinnacle Tax LLC, spending about a quarter of her time on tax preparation and accounting.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
October 2022 - Present · 3 yrs 7 mos
Wealth Enhancement Brokerage Services, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Wealth Enhancement Advisory Services, LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
September 2022 - June 2025 · 2 yrs 9 mos
Triad Advisors LLCBroker
May 2018 - September 2022 · 4 yrs 4 mos
Pinnacle Private Wealth, LLC
April 2017 - September 2022 · 5 yrs 5 mos
LPL Financial LLCBroker
March 2017 - May 2018 · 1 yr 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
January 2010 - January 2015 · 5 yrs
New England Securities Corporation
September 2009 - December 2009 · 3 mos
New England SecuritiesBroker
January 2009 - January 2015 · 6 yrs
State Registrations8 states
CACTFLGAMAMENHPA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.