Dustin Weaver
Dustin Weaver is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bakersfield, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1907 K St, Bakersfield, CA, 93301
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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 ActivitiesSells Insurance
Dustin hosts the Moneywise podcast/radio show, dedicating a few hours per week. He also operates under several DBAs (Moneywise Guys, Moneywise Wealth Management, and Moneywise) for his LPL business, committing full-time hours to each. Dustin also spends minimal time on Moneywise, Inc., which involves non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Bolthouse Investment Management Services
Barnes Wealth Management Group
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations9 states
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.