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Chris Weyland

L. ROY Papp & Associates, LLP

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About Chris Weyland

Chris Weyland is an Investment Advisor Representative at L. Roy Papp & Associates, LLP. Chris has been in the financial services industry since 2013. Chris is licensed in Arizona and California. Chris specializes in portfolio management for individuals, businesses, and investment companies. Chris is also a Registered Principal with Series 24, 7, and 65 licenses. Chris holds a Series 7TO and SIE license as well. Chris has worked previously for LPL Financial LLC, Signator Investors, Inc., Signator Financial Services, Inc., and Fidelity Brokerage Services LLC. Chris's experience and expertise in the financial services industry make Chris a valuable resource for clients seeking investment advice and guidance.

Firm Information

Chris Weyland is currently registered with L. ROY Papp & Associates, LLP. L. ROY Papp & Associates, LLP is an investment advisor located in Phoenix, Arizona. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They also offer pension consulting services. L. ROY Papp & Associates, LLP has approximately $1.5 billion in regulatory assets under management and serves a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
L. ROY Papp & Associates, LLP

2201 E. CAMELBACK ROAD

PHOENIX, AZ 85016

$1.53B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chris Weyland’s Registration & Firm History

CA

08/23/2023 - Present

L. ROY Papp & Associates, LLP (San Diego CA)

CA

04/25/2018 - 09/15/2021

LPL FINANCIAL LLC (SAN DIEGO CA)

NH

11/14/2014 - 05/09/2018

SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)

NH

08/12/2015 - 01/07/2016

SIGNATOR FINANCIAL SERVICES, INC. (Portsmouth NH)

NH

11/01/2013 - 10/31/2014

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

IA

Issued 05/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris Weyland.
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