Lawrence Joseph Weller

Employer firm

Ecf Wealth, Inc. CRD 323808

$75.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 11/2014 → 12/2019
  Lpl Financial, Llc
  San Diego, CA
• 11/2014 → 07/2017
  Wcg Wealth Advisors, Llc
  San Diego, CA
• 07/2017 → 02/2023
  Financial Advocates Investment Management
  Miami Beach, FL
• 11/2022 → Present
  Ecf Wealth, Llc
  Miami Beach, FL

Previous Registrations

• 2017-08-02 → 2023-02-28
  Financial Advocates Investment Management
  San Diego, CA
  Olympia, WA
  San Diego, CA
  Miami Beach, FL
• 2014-11-12 → 2017-07-31
  The Wealth Consulting Group
  San Diego, CA
• 2011-03-10 → 2014-11-13
  New England Securities
  San Diego, CA

Other Businesses

1. 2/23/2017: No Business Name - Not Investment Related - San Diego, CA - Real Estate Rental - Start 03/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Corporate Rental Condo. 2. 9/26/2017 - Ameritas - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start 09/27/2017 - 5 Hours Per Month During Securities Trading. 3. 5/3/2018 - Weller Wealth, INC. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 08/01/2017 - 1 Hour Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-04
• S63 Uniform Securities Agent State Law Examination
  2009-12-07

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Lawrence Weller