Weiss Financial Services

Weiss Financial Services (CRD# 129647) is a financial advisory firm headquartered in , . They manage $8,989,900 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $169,621
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, MN

Financial Advisors at Weiss Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Lisbeth K. Weiss
CRD#: 1210794
Anthem, AZ

Lisbeth Weiss (CRD# 1210794) is an Investment Advisor Representative working at Weiss Financial Services in Anthem, AZ and has over 40 years of experience in the finance industry.

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