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Advisors / North Carolina / Charlotte
7yrs

Christopher Dillon

Financial advisor at Wealth Enhancement Advisory Services

Christopher Dillon has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Christopher has been with Wealth Enhancement Advisory Services since 2021; before that, Christopher spent two years at Carroll Financial Associates. Christopher holds the CFP® designation.

One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.

Charlotte, NC 28211CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience7 years (since 2020)
How that compares ?7 years in the industry
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
  2. Feb 2020 – Dec 2021
    Carroll Financial Associates Inc.Previously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call Christopher’s local office at (704) 553-8006 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for Christopher Dillon.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2020, about 7 years. 7 years in the industry.

What licenses does Christopher hold?

Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher 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 Christopher 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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