Martin Weil (CRD# 2888494) is an Investment Advisor Representative working at Mw Investment Strategy in Sonoma, CA and has 1 year of experience in the finance industry. Martin Weil 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.
CRD# 7043198
Tweddell Goldberg Investment Management
CRD# 4665051
Bickford Investment Management Services
CRD# 4586514
Magnum Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mw Investment Strategy | El Dorado Hills, CA | Nov 2016 - Current | 7 |
| Mw Investment Strategy | Petaluma, CA | Mar 1996 - Oct 2016 | 20 |
- CA
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Total Assets Under Management44MILLIONS
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Total Number of Accounts54ACCOUNTS
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Average Account Value$805,957
- 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
- Selection of other advisers (including private fund managers)
CA
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