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Travis John Weaver

WEAVER CONSULTING GROUP, LLC·HUNTINGTON BEACH, California
SIE, Series 7, Series 66Clean record20 years registeredWEAVER CONSULTING GROUP, LLC
101 MAIN STREET, HUNTINGTON BEACH, CA 92648CRD# 4651960Firm CRD# 287895

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Travis John Weaver · HUNTINGTON BEACH, CA
Registration
CRD #4651960 · WEAVER CONSULTING GROUP, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

WEAVER CONSULTING GROUP, LLC
May 2017 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Oct 2005 – May 2017
HUNTINGTON BEACH, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 27, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEAVER CONSULTING GROUP, LLC
CRD 287895 · SEC 801-110466
AUM
$775M
Regulatory assets under management
Employees
6
2,382 client accounts
Services offered by WEAVER CONSULTING GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEAVER CONSULTING GROUP, LLC →
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05

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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