Joshua Weaknecht (CRD# 5331022) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wyomissing, PA and has over 16 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Wyomissing, PA | Feb 2021 - Current | 3 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Oct 2020 - Current | 3 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Oct 2020 - Current | 3 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Current | 6 |
| Bb&t Investments | Charlotte, NC | Aug 2017 - Current | 6 |
| Bb&t Bank | Wyomissing, PA | Aug 2017 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Allentown, PA | Nov 2016 - Aug 2017 | < 1 |
| Wachovia Bank, N.a. | Reading, PA | Apr 2006 - Aug 2017 | 11 |
| Wells Fargo Advisors LLC | Allentown, PA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Jul 2007 |
- PA
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Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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