Brian Weyman, financial advisor Marlton NJ
100 score

Brian Weyman

CRD Number: 5497312
Current Firm: Mutual Of Omaha Investor Services, Inc.

Brian Weyman (CRD# 5497312) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Marlton, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Marlton, NJ Feb 2014 - Current 3
Mutual Of Omaha Investor Services Marlton, NJ Feb 2014 - Current 3
Penn Mutual Life Ins Co Horsham, PA Oct 2011 - Feb 2014 2
Hornor Townsend & Kent Inc. Horsham, PA Oct 2011 - Feb 2014 2
Financial Network Investment Corporation El Segundo, CA Jun 2008 - Oct 2011 3
Principal Life Insurance Co Marlton, NJ Feb 2008 - May 2008 < 1
Princor Financial Services Corp Marlton, NJ Feb 2008 - May 2008 < 1
Commerce Bank Mount Laurel, NJ Nov 2006 - Feb 2008 1
Global Mortgage Woodbury, NJ Jun 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Brian Weyman
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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