Phillip Weaver
Phillip Weaver is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Waco, TX, with 19 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1200 West Highway 6, Suite 3, Waco, TX, 76712
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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
Phillip is authorized to perform buy/sell and disbursement actions for Pop Weaver Properties LLC, an investment holdings/real estate company, dedicating a few hours per week. He also serves as a school board member for Waco Montessori School, spending minimal time per month.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations25 states
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