Unclaimed
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.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
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