David Weis, financial advisor Ballwin MO
93 score

David Weis

CRD Number: 5287587
Current Firm: First Heartland Consultants, Inc.

David Weis (CRD# 5287587) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Ballwin, MO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
First Heartland Capital Lake Saint Louis, MO Jan 2013 - Current 3
Woodbury Financial Services, Inc. St Louis, MO Oct 2008 - Dec 2012 4
Morgan Stanley Chesterfield, MO May 2007 - Aug 2008 1
Morgan Stanley Chesterfield, MO Jan 2007 - Apr 2007 < 1
Unemployed Ballwin, MO May 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for David A. Weis
Phone Number: 636-625-0900
Firm Website: http://www.joinfhc.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,045
    MILLIONS
  • Total Number of Accounts
    5,087
    ACCOUNTS
  • Average Account Value
    $205,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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