Supreme Alliance
47yrs
Top advisor by experience in Charlotte
19yrs
John Hall
Financial advisor at Wealth Enhancement Advisory Services
John Hall is a fiduciary financial advisor in Charlotte, North Carolina, with 19 years in the industry. John joined Wealth Enhancement Advisory Services in 2021, after ten years at Carroll Financial Associates and two years at Morgan Stanley. Wealth Enhancement Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 68% of advisors in Charlotte
Office4521 Sharon Rd Suite 400, Charlotte, NC 28211
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2011 – 2021Carroll Financial Associates Inc.Previously
- Mar 2010 – Dec 2011Morgan StanleyPreviously
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (704) 553-8006 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for John Hall.
How long has John been a financial advisor?
John has been in the industry since 2007, about 19 years. More experience than 68% of advisors in Charlotte.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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