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Timothy Stevens Weld

PCA ADVISORS, LLLP·CHAPEL HILL, North Carolina
Clean recordPCA ADVISORS, LLLP
5915 FARRINGTON ROAD, CHAPEL HILL, NC 27517CRD# 5905289Firm CRD# 146571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Stevens Weld · CHAPEL HILL, NC
Registration
CRD #5905289 · PCA ADVISORS, LLLP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Stevens Weld is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with PCA ADVISORS, LLLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PCA ADVISORS, LLLP
PCA ADVISORS, LLLP
AUM
$1.4B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PCA ADVISORS, LLLP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5905289
Firm CRD# 146571
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Stevens Weld offer?
Timothy Stevens Weld specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Timothy Stevens Weld's credentials?
Timothy Stevens Weld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Stevens Weld located?
Timothy Stevens Weld is based in CHAPEL HILL, North Carolina, working with PCA ADVISORS, LLLP. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Timothy Stevens Weld charge for services?
Timothy Stevens Weld's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PCA ADVISORS, LLLP?
PCA ADVISORS, LLLP has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PCA ADVISORS, LLLP

Katherine Sidebottom Simpson
CHAPEL HILL, NC
James Alexander Mason
CHAPEL HILL, NC
Charles Edward Merritt
CHAPEL HILL, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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