Steve WeersCRD Number: 1449359
Current Firm: Lpl Financial LLC
Steve Weers (CRD# 1449359) is an Investment Advisor Representative working at Lpl Financial LLC in Peoria, IL and has over 31 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Lpl Financial||Peoria, IL||Oct 2009 - Current||8|
|Walnut Street Securities, Inc.||Peoria, IL||Sep 1991 - Oct 2009||18|
|The Northwestern Mutual Life Insurance C||Milwaukee, WI||Jan 1990 - Oct 2009||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops