Conor
Weir
Accelerate Retirement
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About this Advisor
Conor Weir is a financial advisor based in Long Beach, California, working with Accelerate Retirement. Conor has previously held positions at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Lpl Financial LLC, Independent Financial Partners, Resources Investment Advisors, Triad Advisors, Nfp Retirement Inc, and Accelerate Retirement. Conor has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Conor is part of Accelerate Retirement, which operates out of Long Beach, California. The firm has 10 offices and 21 employees. The firm manages assets totaling $104.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Accelerate Retirement includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Accelerate Retirement Brokerage Details
$104,001,238
21
364
$285,718
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Conor Weir Work History
Accelerate Retirement
Nfp Retirement Inc
Triad Advisors
Resources Investment Advisors
Lpl Financial LLC
Independent Financial Partners
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Conor Weir to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Accelerate Retirement
Matthews, NC
Scottsdale, AZ
Aliso Viejo, CA
Long Beach, CA
Houston, TX
Aliso Viejo, CA
Aliso Viejo, CA
San Diego, CA
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