Kurt Weselius (CRD# 4252915) is an Investment Advisor Representative working at Dublin Wealth Management, Inc. in Birmingham, AL and has over 20 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dublin Wealth Management, Inc. | Birmingham, AL | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- AL
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$354,575
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Other
AL, OH
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