AW
AW

Adrian A. Weekes

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
420 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

Oviedo, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Adrian works as a financial advisor for Retirement Planning Associates and Pelham Consulting Group LLC, focusing on financial planning and sales of advisory products. These activities take up nearly all of Adrian's time.

Employment History
Current Registrations
Planmember Securities CorporationBroker
November 2025 - Present · 3 mos
Planmember Securities Corporation
April 2025 - Present · 10 mos
Previous Registrations
Pelham Consulting Group
May 2021 - January 2025 · 3 yrs 8 mos
Salomon Smith Barney INC.Broker
July 2000 - May 2001 · 10 mos
Putnam Retail Management, INC.Broker
July 1999 - July 2000 · 1 yr
Smith Barney INC.Broker
March 1997 - May 1998 · 1 yr 2 mos
Argent Securities, INC.Broker
October 1996 - December 1996 · 2 mos
Investors Associates, INC.Broker
June 1996 - October 1996 · 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.