Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Scott Weingart is a financial advisor at LPL Financial LLC. Brad has been in the industry since 2008 and holds Series 7, 24, 31, 65, and 66 licenses. Brad has experience at several firms including Goldman, Sachs & Co., J.P. Morgan Securities LLC, Citizens Securities, Inc., and M&T Securities, Inc. Brad specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Brad currently provides services at two branch locations: the main office in San Diego, CA and the Radnor, PA branch.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/22/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MD
05/31/2016 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
PA
02/24/2015 - 04/14/2016
CITIZENS SECURITIES, INC. (PLYMOUTH MEETING PA)
PA
02/11/2009 - 07/14/2014
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
NY
03/19/2007 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
PA
01/01/2005 - 03/19/2007
SANFORD C. BERNSTEIN & CO., LLC (PHILADELPHIA PA)
IA
Issued 09/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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