Charles Patrick Weidman

Employer firm

Heritage Financial Counselors, LLC CRD 288232

$236M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 07/2017
  Lpl Financial Llc
  Whippany, NJ
• 07/2017 → Present
  Heritage Financial Counselors, Llc
  Bedminster, NJ

Previous Registrations

• 2012-03-23 → 2017-09-06
  Lpl Financial Llc
  Whippany, NJ
  Morristown, NJ
  Bedminster, NJ
• 2010-06-30 → 2012-03-29
  Financial Life Focus, Llc
  Philadelphia, PA
• 2007-03-05 → 2010-06-30
  Securian Financial Services, Inc.
  Livingston, NJ
• 2006-01-27 → 2007-02-21
  Northwestern Mutual Investment Services, Llc
  Fairfield, NJ
  Fairfield, NJ

Exams

• S66 Uniform Combined State Law Examination
  2006-01-06
• S63 Uniform Securities Agent State Law Examination
  2005-07-12

Designations

• Certified Financial Planner