Unclaimed Profile

Richard Allan Weidner

CRI WEALTH ADVISORS, L.L.C.·ENTERPRISE, Alabama

Series 65Clean record26 years registeredCRI WEALTH ADVISORS, L.L.C.

901 BOLL WEEVIL CIRCLE, ENTERPRISE, AL 36330CRD# 3218978Firm CRD# 165368

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Allan Weidner · ENTERPRISE, AL

Registration

CRD #3218978 · CRI WEALTH ADVISORS, L.L.C. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CRI WEALTH ADVISORS, L.L.C.

WEALTH ADVISORS-SOUTHEAST, INC.

Jan 2000 – Dec 2022

TALLAHASSEE, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 3, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRI WEALTH ADVISORS, L.L.C.

CRD 165368 · SEC 801-77137

AUM

$146M

Regulatory assets under management

Employees

1,510 client accounts

Services offered by CRI WEALTH ADVISORS, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRI WEALTH ADVISORS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Richard Allan Weidner offer?

Richard Allan Weidner specializes in Financial Planning, Investment Management.

What are Richard Allan Weidner's credentials?

Richard Allan Weidner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Allan Weidner located?

Richard Allan Weidner is based in ENTERPRISE, Alabama, last registered with CRI WEALTH ADVISORS, L.L.C..

How does Richard Allan Weidner charge for services?

Richard Allan Weidner's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRI WEALTH ADVISORS, L.L.C.?

CRI WEALTH ADVISORS, L.L.C. has approximately 8 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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