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Travis John Weaver

WEAVER CONSULTING GROUP, LLC·HUNTINGTON BEACH, California
Unclaimed Profile
101 MAIN STREET, HUNTINGTON BEACH, CA 92648CRD# 4651960Firm CRD# 287895
01

About

Travis John Weaver is a registered financial advisor based in HUNTINGTON BEACH, California, affiliated with WEAVER CONSULTING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEAVER CONSULTING GROUP, LLC
WEAVER CONSULTING GROUP, LLC
AUM
$775M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEAVER CONSULTING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PENSION CONSULTING
Regulatory
SEC/IARD CRD# 4651960
Firm CRD# 287895
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Travis John Weaver offer?
Travis John Weaver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNTINGTON BEACH, California for a consultation.
What are Travis John Weaver's credentials?
Travis John Weaver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis John Weaver located?
Travis John Weaver is based in HUNTINGTON BEACH, California, working with WEAVER CONSULTING GROUP, LLC. Their office serves clients in the HUNTINGTON BEACH metropolitan area and surrounding communities.
How does Travis John Weaver charge for services?
Travis John Weaver's firm is compensated through percentage of aum, subscription fees, other: pension consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEAVER CONSULTING GROUP, LLC?
WEAVER CONSULTING GROUP, LLC has approximately 6 employees and manages $775M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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