Lois WeaverCRD Number: 1293766
Current Firm: Spc Financial Inc.
Lois Weaver (CRD# 1293766) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 31 years of experience in the finance industry. Lois Weaver 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Spc Financial, Inc.||Rockville, MD||Sep 2009 - Current||7|
|Raymond James Financial Services, Inc.||Rockville, MD||Nov 2000 - Current||15|
|Spc Financial, Inc.||Rockville, MD||Aug 1992 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
Total Assets Under Management655MILLIONS
Total Number of Accounts3,174ACCOUNTS
Average Account Value$206,245
- 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)
AR, CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV