Robert Kelly Weaver

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2009 → Present
  Lpl Financial Llc
  Mooresville, NC

Previous Registrations

• 2001-12-31 → 2009-05-29
  Citigroup Global Markets Inc.
  Cornelius, NC
  Cornelius, NC
  Charlotte, NC
  Cornelius, NC
  Cornelius, NC

Other Businesses

1. 02/03/2010 - Weaver Capital Management, LLC - INV REL - Business Entity For Tax/Investment Purposes Only - for accounting purposes only 2. 05/03/2012 - Weaver Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 06/13/2013 - Kelly Weaver - INV REL - Real Estate Rental - 1% TIME SPENT - Rental Property located in Huntersville, NC 4. 3/14/2018 - No Business Name Currently (maybe "Pick Six Pool") - Not Investment Related - Home Based - Other-business owner - Owner & Principal - Started 02/20/2018 - 6 Hours Per Month/0 Hours During Securities Trading - Company which creates and licenses a college basketball pool for national distribution via various websites or media outlets. 5. 12/8/2021 - Weaver Capital Management - Investment Related - Mooresville, NC 28117 - Real Estate Rental - Started 03/01/2022 - 10 Hours Per Month/1 Hour During Securities Trading. 6. 07/21/2022 - Osprey Nest Properties - Investment Related - Mooresville, NC 28117 - Real Estate Rental - Start Date - 07/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-07
• S63 Uniform Securities Agent State Law Examination
  1993-02-10

Other Names

• Robert Kelly Weaver
• R.KElly Kelly Weaver
• R.KElly Weaver
• Kelly Weaver