Arnold Weitz (CRD# 462620) is an Investment Advisor Representative working at Arnold Weitz & Co in Omaha, NE and has over 44 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arnold Weitz & Company | Elkhorn, NE | Nov 2005 - Current | 18 |
| Raymond James Financial Services, Inc. | Elkhorn, NE | Jan 1999 - Current | 25 |
| Track Record LLC | Elkhorn, NE | Jun 2017 - Mar 2021 | 3 |
| Arnold Weitz & C0. Na | Elkhorn, NE | Nov 2005 - Mar 2021 | 15 |
| Track Record | Elkhorn, NE | Feb 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1979 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1993 |
- NE
- TX
-
Total Assets Under Management366MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$6,106,015
- 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
NE, TX
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