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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 8 years, 4 months May 2009 - Present
Citigroup Global Markets Inc. 11 years, 5 months Dec 1997 - May 2009

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Robert Weaver

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 23, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 23, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Nov. 7, 2016
    • $53.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 186
      number of clients
    • $284.9K
      Estimated Average Account Balance Per Client

LPL Financial LLC

Last updated on Aug. 24, 2017
    • $117.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 552K
      Accounts
    • $212.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions