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Joseph Richard Weiland

ARLINGTON FINANCIAL ADVISORS, LLC·SANTA BARBARA, California
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100 E. DE LA GUERRA ST, SANTA BARBARA, CA 93101CRD# 2641532Firm CRD# 283288
01

About

Joseph Richard Weiland is a registered financial advisor based in SANTA BARBARA, California, affiliated with ARLINGTON FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ARLINGTON FINANCIAL ADVISORS, LLC
ARLINGTON FINANCIAL ADVISORS, LLC
AUM
$945M
Regulatory assets under management
Employees
102
Total firm employees
View all advisors at ARLINGTON FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2641532
Firm CRD# 283288
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Richard Weiland offer?
Joseph Richard Weiland specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Joseph Richard Weiland's credentials?
Joseph Richard Weiland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Richard Weiland located?
Joseph Richard Weiland is based in SANTA BARBARA, California, working with ARLINGTON FINANCIAL ADVISORS, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Joseph Richard Weiland charge for services?
Joseph Richard Weiland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARLINGTON FINANCIAL ADVISORS, LLC?
ARLINGTON FINANCIAL ADVISORS, LLC has approximately 102 employees and manages $945M 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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