Nancy K Weeks Associates, LLC

Nancy K Weeks Associates, LLC (CRD# 135737) is a financial advisory firm headquartered in Palo Alto, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Nancy K Weeks Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carol W. Acker
CRD#: 4990656
844 E. Charleston Rd., Palo Alto, CA 94303
96
Wealthminder
score

Carol Acker (CRD# 4990656) is an Investment Advisor Representative working at Nancy K Weeks Associates, LLC in Palo Alto, CA and has over 13 years of experience in the finance industry. Carol Acker 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.

2
Nancy W. Rossen
CRD#: 834553
844 E. Charleston Rd., Palo Alto, CA 94303
87
Wealthminder
score

Nancy Rossen (CRD# 834553) is an Investment Advisor Representative working at Nancy K Weeks Associates, LLC in Palo Alto, CA and has 1 year of experience in the finance industry.

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