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Rachel Lauren Romero

Investment Adviser Representative at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Houston, TXCRD #7506961Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
1 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Rachel Lauren Romero has worked in the securities industry since 2022. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$999,999 or less1.50%
$1,000,000–$2,000,0001.25%
Over $2,000,0001.00%
Source

Wealth Enhancement Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCurrent
6/3/2024Houston, TX
THE FINANCIAL ADVISORY GROUP, LLC
3/17/20226/21/2024Houston, TX

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rachel Lauren Romero has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Rachel Lauren Romero - Financial Advisor in Houston, TX | AdvisorFinder