Paul Weaver, financial advisor Lakeland FL

Paul Weaver

CRD Number: 5475305
Current Firm: Core Wealth Advisors, Inc.

Paul Weaver (CRD# 5475305) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Core Wealth Advisors, Inc. Lakeland, FL Mar 2015 - Current 9
Polk County School Board Lakeland, FL Aug 2007 - Current 16
Asr Associates, Inc. Lakeland, FL Feb 2006 - Current 18
Allen & Company Of Florida Lakeland, FL Feb 2008 - Mar 2015 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Paul R. Weaver
Phone Number: 863-904-4745
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    506
    MILLIONS
  • Total Number of Accounts
    936
    ACCOUNTS
  • Average Account Value
    $541,054
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

CT, FL, GA, NC, NY, PA, TN, TX

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