Robert Weems, financial advisor Kansas City MO
93 score

Robert Weems

CRD Number: 1285930
Current Firm: Duncan Mchugh Investments

Robert Weems (CRD# 1285930) is an Investment Advisor Representative working at Duncan Mchugh Investments in Kansas City, MO and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Weems Wealth Management, LLC Kansas City, MO Feb 2015 - Current 1
Wells Fargo Advisors LLC Kansas City, MO May 2009 - Feb 2015 5
Wachovia Securities, LLC Kansas City, MO Jun 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Robert E. Weems
Phone Number: 850-460-8444
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $329,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, LA, MO, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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