Shallon Weis (CRD# 4364513) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 19 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 2240774
Osaic Wealth, Inc.
CRD# 3030371
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joshua And Shallon Weis | Galt, IA | Nov 2018 - Current | 5 |
| Bradford Tax & Accounting Network | Clarion, IA | Jan 2015 - Current | 9 |
| Weis Services | Galt, IA | Jun 2014 - Current | 9 |
| Weis Services | Galt, IA | Jun 2014 - Current | 9 |
| Bradford Insurance | Clarion, IA | Jan 2009 - Current | 15 |
| United Planners Financial Services Of America | Scottsdale, AZ | Aug 2006 - Current | 17 |
| Bradford Financial Center | Clarion, IA | Jan 2005 - Current | 19 |
| Bradford Group | Clarion, IA | Jan 2005 - Dec 2020 | 15 |
| Everbank | Clarion, IA | May 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- IA
-
Total Assets Under Management210MILLIONS
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Total Number of Accounts1,620ACCOUNTS
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Average Account Value$129,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MI, MN, MO, MS, MT, NC, NE, NJ, NV, OH, SD, TN, TX, VA, WA
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