Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Earl? Claim Your ProfileEarl Thomas Weedon is an investment advisor representative with Vanguard Advisers, Inc. Earl has been in the financial services industry since 2000. Earl is registered with the state of Arizona as an investment advisor representative and has held previous registrations with USAA Financial Advisors, Inc., and Charles Schwab & Co., Inc. Earl holds several professional designations including Series 7, 63, 24, 51, 9, 10, and SIE. Earl is experienced in providing financial planning, portfolio management, and selection of other advisors. Earl's firm is a large and well-established investment advisory firm, which provides financial services to a variety of clients including individuals, families, businesses, and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
06/09/2022 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
05/23/2020 - 04/29/2022
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
09/10/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
03/06/2000 - 09/18/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
IA
Issued 02/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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