Joshua Weaver, financial advisor Fishers IN
88 score

Joshua Weaver

CRD Number: 6287909
Current Firm: Cambridge Investment Research Advisors, Inc.

Joshua Weaver (CRD# 6287909) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fishers, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2014 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2014 - Current 2
Resource Planning Group Fishers, IN Sep 2011 - Current 5
Community Bank Westfield, IN May 2011 - Sep 2011 < 1
Pensacola Christian College Pensacola, FL Sep 2010 - May 2011 < 1
Blue Creek Designs/northside Lawn Care Carmel, IN May 2010 - Aug 2010 < 1
Student Bonlesville, IN Apr 2004 - Jun 2010 6
Heartland Growers Westfield, IN May 2009 - Aug 2009 < 1
Spencer's U-pick Produce Noblesville, IN Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Joshua A. Weaver
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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
88
Clean Record
This advisor has a clean track record with regulators.

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