Lawrence
Weller

Financial Advocates Investment Management

CRD#5706039
Investment Advisor
in San Diego, CA
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About this Advisor

Lawrence Weller is a certified financial planner and chartered financial consultant operating out of San Diego, California, who has 10 years of work experience. Weller is an employee of Financial Advocates Investment Management. Their career trajectory has included roles at Sears, New England Securities, Lpl Financial, LLC, Wcg Wealth Advisors, LLC and Financial Advocates Investment Management. Weller has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Financial Advocates Investment Management is a financial advisory firm that has its headquarters in San Diego, California. The company has offices in 80 locations and a total of 172 advisors. It administers $4 billion in assets across its 19,410 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 15 charitable organizations. Of its 19,410 accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Financial Advocates Investment Management provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on the type of financial services offered. Fee types charged by Financial Advocates Investment Management most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11416 Fairwind Court
San Diego, CA 92130

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Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$2,834,883,974

CA Average: $3,566,627,242
Total Number of Employees

151

CA Average: 46
Total Number of Accounts

18,308

CA Average: 1,499
Average Account Size

$154,844

CA Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Lawrence Weller Work History

Lawrence has 10 years of experience.

2017 - Present (2 years)

Financial Advocates Investment Management

2014 - Present (5 years)

Lpl Financial, LLC

2014 - 2017 (3 years)

Wcg Wealth Advisors, LLC

2009 - 2014 (5 years)

New England Securities

2008 - 2009 (1 year)

Sears

Disclosures

Lawrence Weller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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