Warren WeikCRD Number: 6116966
Current Firm: Weik Investment Services, Inc.
Warren Weik (CRD# 6116966) is an Investment Advisor Representative working at Weik Investment Services, Inc. in Wyomissing, PA and has over 4 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Weik Investment Services, Inc.||Wyomissing, PA||Aug 2010 - Current||6|
|Penske Truck Leasing||Reading, PA||Aug 2007 - Aug 2010||3|
|Unemployed||Wyomissing, PA||Feb 2007 - Jul 2007||< 1|
|Norco Dodge Chrysler Jeep||Pottstown, PA||Dec 2006 - Jan 2007||< 1|
|Unemployed||Wyomissing, PA||Nov 2006 - Nov 2006||< 1|
|Weik Investment Services, Inc.||Wyomissing, PA||Sep 2006 - Oct 2006||< 1|
|Stevens & Lee||Reading, PA||May 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management237MILLIONS
Total Number of Accounts205ACCOUNTS
Average Account Value$1,155,471
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients