Erik Weir (CRD# 2009973) is an Investment Advisor Representative working at Wcm Global Wealth, LLC in Greenville, SC and has over 27 years of experience in the finance industry.
MANAGER
Erik has more than 27 years of investment and financial services experience. He received his Bachelor of Arts (Finance/Real Estate) from Georgia State University in 1989. Erik was a licensed real estate agent at the age of 18 and assembled his first shopping center site while a sophomore in college. Prior to forming his own company, Erik was a Senior Vice President of Donaldson, Lufkin & Jenrette in San Francisco, California and Assistant Vice President of Merrill Lynch in Atlanta, Georgia. Mr. Weir was named one of the Top Five Hedge Fund Managers by Hedgemark Magazine in 2000 and received the 2002 Outstanding Broker Award from Registered Rep Magazine as one of the Top Five Brokers in the United States. Erik formed Weir Capital Management, LLC in 1999, which was named one of the Top 25 fastest growing companies in South Carolina in both 2009 and 2010. Erik formed WCM Global Wealth, LLC in 2011 as a diversified financial services firm, to provide the best client financial products and services possible. Erik is a CFP®, has held various securities licenses, including Series 7, 4, 24, 51, 31, 63, 65 and is a licensed insurance professional.
Erik enjoys helping people think through leadership and stewardship as they seek to invest both time and resources in a meaningful way. Erik earned a black belt in the martial art of Tang So Do and holds advanced ranks in Kempo and Tae Kwon Do. Erik also enjoys aviation and is a licensed private pilot with over 20 years of experience and holds multi-engine and instrument ratings. He resides in Greenville, South Carolina with his wife Robin and their five boys.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wcm Global Wealth, LLC | Simpsonville, SC | Feb 2011 - Current | 13 |
| Weir Capital Management, LLC | Simpsonville, SC | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management245MILLIONS
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Total Number of Accounts302ACCOUNTS
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Average Account Value$812,512
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, CA, GA, NC, PA, SC, TN, WI
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