Roy Weisert
Roy Weisert is a CFP-designated registered investment advisor at Weisert Investment Services, INC., based in Virginia Beach, VA, with 20 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 19 clients with $4.2M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Virginia Beach, VA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Roy works full-time as the Strategic Operations Director for the Department of Navy. This civil service position involves heading up the strategic planning efforts of the organization.
Employment History
Current Registrations
Weisert Investment Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.