Weisert Investment Services, Inc.

Weisert Investment Services, Inc. (CRD# 111670) is a financial advisory firm headquartered in , . They manage $4,458,683 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $99,082
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Weisert Investment Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Maegan C. Cahoon
CRD#: 6645864
Virginia Beach, VA

Maegan Cahoon (CRD# 6645864) is an Investment Advisor Representative working at Weisert Investment Services, Inc. in Virginia Beach, VA and has over 7 years of experience in the finance industry.

2
Roy E. Weisert
CRD#: 2255515
Virginia Beach, VA

Roy Weisert (CRD# 2255515) is an Investment Advisor Representative working at Weisert Investment Services, Inc. in Virginia Beach, VA and has over 31 years of experience in the finance industry.

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