Scott Weber (CRD# 5056961) is an Investment Advisor Representative working at Wealthlynk, Inc. in Fallbrook, CA and has over 18 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2238419
Lpl Financial LLC
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scott Weber | Temebula, CA | Aug 2023 - Current | < 1 |
| Tollminder | Temecula, CA | Jan 2015 - Aug 2023 | 8 |
| J.p. Morgan Securities LLC | Fallbrook, CA | Oct 2012 - Aug 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- CA
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts197ACCOUNTS
-
Average Account Value$231,921
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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