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
Weisert Investment Services, Inc.
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts45ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Weisert Investment Services, Inc.
1
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 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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.