Weston Adams (CRD# 7278824) is an Investment Advisor Representative working at Ha Wealth Advisors Inc. in Cedar City, UT and has over 2 years of experience in the finance industry.
CRD# 5846095
State Farm Investment Management Corp.
CRD# 2295718
Lpl Financial LLC
CRD# 5106892
Geneos Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ha Wealth Advisors Inc. | Cedar City, UT | Feb 2023 - Current | 1 |
| Weston Adams | Cedar City, UT | Aug 2020 - Current | 3 |
| Hughes & Associates Inc. | Cedar City, UT | Jun 2020 - Current | 3 |
| Townsquare Capital LLC | Cedar City, UT | Jan 2021 - Jun 2023 | 2 |
| Dfpg Investments, LLC | Sandy, UT | Feb 2021 - Oct 2021 | < 1 |
| Dailey Builders | Cedar City, UT | Mar 2020 - Jun 2020 | < 1 |
| Church Of Jesus Christ Of Ladder Day Saints | Salt Lake City, UT | May 2018 - Mar 2020 | 1 |
| Canyon View High School | Cedar City, UT | Mar 2013 - May 2018 | 5 |
| Utah Ffa Association | Logan, UT | Apr 2017 - Apr 2018 | 1 |
| Cedar Livestock Auction | Cedar City, UT | Mar 2014 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- TX
- UT
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts432ACCOUNTS
-
Average Account Value$104,167
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX, UT
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