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William James Weglein

ALERE PLANNING LLC·TOWSON, Maryland
SIE, Series 7, Series 24, Series 66Clean record19 years registeredALERE PLANNING LLC
110 WEST ROAD, TOWSON, MD 21204CRD# 4675284Firm CRD# 286121

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William James Weglein · TOWSON, MD
Registration
CRD #4675284 · ALERE PLANNING LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

ALERE PLANNING LLC
Mar 2017 – present
SECURITIES AMERICA ADVISORS, INC.
Sep 2012 – Feb 2017
TIMONIUM, MD
LPL FINANCIAL LLC
Mar 2007 – Sep 2012
HUNT VALLEY, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · March 27, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALERE PLANNING LLC
CRD 286121 · SEC 801-120912
AUM
$149M
Regulatory assets under management
Employees
2
422 client accounts
Services offered by ALERE PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALERE PLANNING LLC →
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05

Frequently Asked Questions

What services does William James Weglein offer?
William James Weglein specializes in Financial Planning, Investment Management. Contact their office in TOWSON, Maryland for a consultation.
What are William James Weglein's credentials?
William James Weglein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Weglein located?
William James Weglein is based in TOWSON, Maryland, working with ALERE PLANNING LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does William James Weglein charge for services?
William James Weglein'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 ALERE PLANNING LLC?
ALERE PLANNING LLC has approximately 2 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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