Weston Vorwald, financial advisor Dubuque IA
90 score

Weston Vorwald

CRD Number: 6045982
Current Firm: Edward Jones

Weston Vorwald (CRD# 6045982) is an Investment Advisor Representative working at Edward Jones in Dubuque, IA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2012 - Current 4
Accenture San Antonio, TX Jul 2009 - Apr 2012 2
World Entertainment Services San Antonio, TX Jan 2004 - Jul 2009 5
Waterski Shows Inc. Sevierville, TN Feb 2008 - Sep 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Weston J. Vorwald
Phone Number: 314-515-2000
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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