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Paul Richard Weaver

Core Wealth Advisors, Inc.

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About Paul Richard Weaver

Paul Weaver is an investment advisor representative with Core Wealth Advisors, Inc. Paul has been in the industry since 2008 and holds a Series 65 license and a Series 7 license. Prior to joining Core Wealth Advisors, Inc., Paul worked at Allen & Company of Florida, Inc. Paul is also a supervisor for Golden Lakes Community Development District. Paul works with individuals and provides financial planning services.

Firm Information

Paul Weaver is currently registered with Core Wealth Advisors, Inc.. Core Wealth Advisors, Inc. is an investment advisor based in Lakeland, Florida. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth, managing over $506 million in assets. The firm has eight investment advisor representatives and has been in operation for at least 10 years.
Core Wealth Advisors, Inc.

124 SOUTH FLORIDA AVENUE

LAKELAND, FL 33801

$506.43M

Assets Under Management

2

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Paul Weaver’s Registration & Firm History

FL

12/20/2017 - Present

Core Wealth Advisors, Inc. (LAKELAND FL)

FL

05/23/2008 - 03/04/2015

ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)

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Licenses & Designations

IA

Issued 11/08/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Richard Weaver.
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