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Gregory Joseph Weimer

CONFLUENCE WEALTH SERVICES, INC.·MCMURRAY, Pennsylvania
SIE, Series 7TO, Series 66CFPClean record7 years registeredCONFLUENCE WEALTH SERVICES, INC.
732 E MCMURRAY RD, MCMURRAY, PA 15317CRD# 7116190Firm CRD# 311980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Joseph Weimer · MCMURRAY, PA
Registration
CRD #7116190 · CONFLUENCE WEALTH SERVICES, INC. · 7 years registered
Brand Profile
Not yet started
01

Career History

CONFLUENCE FINANCIAL PARTNERS
Jul 2021 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jul 2019 – Jul 2021
CANONSBURG, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · July 26, 2019
Years registered · 7
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONFLUENCE WEALTH SERVICES, INC.
CRD 311980 · SEC 801-120711
AUM
$3.1B
Regulatory assets under management
Employees
69
8,055 client accounts
Services offered by CONFLUENCE WEALTH SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONFLUENCE WEALTH SERVICES, INC. →
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05

Frequently Asked Questions

What services does Gregory Joseph Weimer offer?
Gregory Joseph Weimer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCMURRAY, Pennsylvania for a consultation.
What are Gregory Joseph Weimer's credentials?
Gregory Joseph Weimer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gregory Joseph Weimer located?
Gregory Joseph Weimer is based in MCMURRAY, Pennsylvania, working with CONFLUENCE WEALTH SERVICES, INC.. Their office serves clients in the MCMURRAY metropolitan area and surrounding communities.
How does Gregory Joseph Weimer charge for services?
Gregory Joseph Weimer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONFLUENCE WEALTH SERVICES, INC.?
CONFLUENCE WEALTH SERVICES, INC. has approximately 69 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONFLUENCE WEALTH SERVICES, INC.

Gregory Joseph Weimer
MCMURRAY, PA
Kathleen Ann Thornhill
MCMURRAY, PA
James Austin Wilding
MCMURRAY, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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