Dustin Weaver
Dustin Weaver is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bakersfield, CA, with 17 years of industry experience. Dustin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 LLC
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 LLC
J.P. Morgan Securities LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations11 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.
Exams
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