Gregory WeimerCRD Number: 7116190
Current Firm: Confluence Financial Partners
Gregory Weimer (CRD# 7116190) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 3 years of experience in the finance industry. Gregory Weimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
Avantax Advisory Services
Robert W. Baird & Company Incorporated
|Confluence Wealth Services, Inc.||Pittsburgh, PA||Jul 2021 - Current||1|
|Confluence Financial Partners||Canonsburg, PA||Jul 2019 - Current||3|
|Raymond James Financial Services Advisors Inc.||Canonsburg, PA||Jul 2019 - Jul 2021||2|
|Raymond James Financial Services, Inc.||Canonsburg, PA||May 2019 - Jul 2021||2|
|Ernst & Young||Pittsburgh, PA||Jul 2014 - Apr 2019||4|
|Unemployed||Pittsburgh, PA||Jun 2014 - Jun 2014||< 1|
|University Of Pittsburgh||Pittsburgh, PA||Aug 2013 - May 2014||< 1|
|Ernst & Young||Pittsburgh, PA||Jun 2013 - Jul 2013||< 1|
|Virginia Tech||Blacksburg, VA||Jul 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management2,509MILLIONS
Total Number of Accounts6,192ACCOUNTS
Average Account Value$405,134
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV
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