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Elliott Henry Weir

Prioritize. Plan. Persevere.

III Financial, LLC

Austin

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

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
III Financial, LLC 6 years, 7 months Jan 2012 - Present
Mass Mutual Financial D/B/A Asset Strategies Group, LLC 7 years Jan 2005 - Jan 2012

Designations & Memberships

  • Society of Financial Service Professionals
    Membership
    Society of Financial Service Professionals
    For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.

Articles and Answers

Insights by Elliott Weir

Is Your Retirement Portfolio Too Risky?
Published 2015-12-01 10:03:13
The Shrinking Bag of Social Security Tricks
Published 2015-12-01 10:07:40
Why Do Advisers Want to Buy You Dinner?
Published 2015-12-01 10:05:18
    *Articles are published by advisors without compensation.

    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 14, 2016
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 10, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    III Financial, LLC

    Last updated on Feb. 28, 2017
      • $9.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 46
        Accounts
      • $203.9K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements