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Conor Kenneth Weir

Accelerate Retirement

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About Conor Kenneth Weir

Conor Weir is a financial advisor with Accelerate Retirement and has over 10 years of experience in the financial services industry. Conor has previously worked with TRIAD ADVISORS LLC, LPL FINANCIAL LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Conor's areas of expertise include financial planning, retirement planning, and portfolio management. Conor holds the Series 7, Series 66, and SIE licenses, and is also a Certified Financial Planner.

Firm Information

Conor Weir is currently registered with Accelerate Retirement. Accelerate Retirement is a financial advisory firm located in Aliso Viejo, CA. They specialize in providing retirement planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension plans. They have a team of experienced financial advisors with over 26 years of experience. They manage over $242 million in assets for a wide range of clients, including individuals, businesses, and pension plans.
Accelerate Retirement

120 VANTIS DR., SUITE 330

ALISO VIEJO, CA 92656

$242.85M

Assets Under Management

530

Total Clients

17

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Conor Weir’s Registration & Firm History

CA

05/15/2023 - Present

Accelerate Retirement (Long Beach CA)

CA

01/02/2019 - 12/31/2021

TRIAD ADVISORS LLC (Long Beach CA)

CA

11/20/2014 - 12/31/2018

LPL FINANCIAL LLC (LONG BEACH CA)

CA

05/16/2012 - 11/24/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 06/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Conor Kenneth Weir.
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