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Spencer Robert Weaver

Charles Schwab & CO., Inc.

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About Spencer Robert Weaver

Spencer Robert Weaver is a financial advisor registered with Charles Schwab & CO., Inc. in Scottsdale, Arizona. Spencer Weaver has been in the industry since 2005 and has held previous roles at TD AMERITRADE, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and MORGAN STANLEY DW INC. Spencer Weaver is a registered representative and investment advisor representative. Spencer Weaver is licensed in 30 states and the District of Columbia.

Firm Information

Spencer Weaver is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Spencer Weaver’s Registration & Firm History

AZ

01/26/2022 - Present

Charles Schwab & CO., Inc. (Scottsdale AZ)

AZ

02/03/2006 - 05/19/2024

TD AMERITRADE, INC. (Scottsdale AZ)

RI

12/07/2005 - 01/17/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

NY

01/20/2005 - 08/18/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 02/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 01/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Spencer Robert Weaver.
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