Erin Savage-Weaver (CRD# 6603883) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cincinnati, OH and has 1 year of experience in the finance industry. Erin Savage-Weaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6626957
Prudential Financial Planning Services
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kehoe Financial Advisors | Cincinnati, OH | Jun 2018 - Current | 5 |
| Kestra Investment Services, LLC | Cincinnati, OH | Jun 2018 - Current | 5 |
| Kestra Advisory Services, LLC | Cincinnati, OH | Jun 2018 - Current | 5 |
| Valmark Advisers, Inc. | Akron, OH | Jun 2016 - Jun 2018 | 2 |
| Valmark Securities, Inc. | Akron, OH | Jan 2016 - Jun 2018 | 2 |
| Resonate Advisors, Inc. | Cincinnati, OH | Jan 2016 - Jun 2018 | 2 |
| Pnc Wealth Management | Cincinnati, OH | Feb 2013 - Jan 2016 | 2 |
- OH
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Total Assets Under Management41,795MILLIONS
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Total Number of Accounts140,407ACCOUNTS
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Average Account Value$297,671
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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