Unclaimed Profile

Joseph R Geld

HUBER, WEAKLAND & ASSOCIATES, INC.·ELLICOTT CITY, Maryland

SIE, Series 7, Series 66CFP CFAClean record10 years registeredHUBER, WEAKLAND & ASSOCIATES, INC.

3448 ELLICOTT CENTER DRIVE, SUITE 101, ELLICOTT CITY, MD 21043CRD# 6492641Firm CRD# 120745

Profile Verification

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

Identity

Joseph R Geld · ELLICOTT CITY, MD

Registration

CRD #6492641 · HUBER, WEAKLAND & ASSOCIATES, INC. · 10 years registered

Brand Profile

Not yet started

Career History

HWA FINANCIAL GROUP

Sep 2017 – present

PNC INVESTMENTS

Aug 2015 – Sep 2017

ELLICOT CITY, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 26, 2015

Years registered · 10

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUBER, WEAKLAND & ASSOCIATES, INC.

CRD 120745 · SEC 801-113612

AUM

$219M

Regulatory assets under management

Employees

492 client accounts

Services offered by HUBER, WEAKLAND & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HUBER, WEAKLAND & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph R Geld offer?

Joseph R Geld specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELLICOTT CITY, Maryland for a consultation.

What are Joseph R Geld's credentials?

Joseph R Geld holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph R Geld located?

Joseph R Geld is based in ELLICOTT CITY, Maryland, working with HUBER, WEAKLAND & ASSOCIATES, INC.. Their office serves clients in the ELLICOTT CITY metropolitan area and surrounding communities.

How does Joseph R Geld charge for services?

Joseph R Geld'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 HUBER, WEAKLAND & ASSOCIATES, INC.?

HUBER, WEAKLAND & ASSOCIATES, INC. has approximately 4 employees and manages $219M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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