Cay Weaver, financial advisor Dadeville AL
93 score

Cay Weaver

CRD Number: 3099427
Current Firm: Lpl Financial LLC

Cay Weaver (CRD# 3099427) is an Investment Advisor Representative working at Lpl Financial LLC in Dadeville, AL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Charlotte, NC Jul 2013 - Current 4
Alabama Securities Commission Montgomery, AL Mar 2011 - Jul 2013 2
Wells Fargo Home Mortgage Birmingham, AL Oct 2010 - Mar 2011 < 1
Wells Fargo Advisors, LLC Birmingham, AL Jul 2009 - Oct 2010 1
Wachovia Bank, N.a. Birmingham, AL May 2009 - Jul 2009 < 1
Self-employed Dadeville, AL Oct 2007 - May 2009 1
Wachovia Insurance Services Charlotte, NC Feb 2006 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Cay Z. Weaver
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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