Charles Raymond Weldon

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 02/1980 → Present
  Weldon & Company
  Ft. Lauderdale, FL
• 05/2004 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 10/2017 → 02/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2022 → 03/2022
  The Investment Center, Inc.
  Boca Raton, FL
• 03/2022 → Present
  Independent Financial Group, Llc
  Boca Raton, FL

Previous Registrations

• 1997-01-29 → 2022-05-23
  Weldon & Company
  Boca Raton, FL
  Ft. Lauderdale, FL
• 2004-05-10 → 2009-12-31
  Girard Securities, Inc.
  Boca Raton, FL
  Sarasota, FL
  San Diego, CA
• 2003-05-29 → 2004-05-11
  Main Street Management Company
  Ft. Lauderdale, FL

Other Businesses

(1) C. RAYMOND WELDON & ASSOCIATES, INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 02/03/1993 ADDRESS: 2255 Glades Road, Ste 324a, Boca Raton FL 33431, United States DESCRIPTION: Corporation for my financial services business. (2) WELDON & COMPANY POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 02/03/1993 ADDRESS: 2255 Glades Road, Ste 324a, Boca Raton FL 33431, United States DESCRIPTION: DBA for marketing purposes. (3) BUENA VISTA HOMEOWNERS ASSOCIATION, INC. POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 6064 Visa Linda Ln, Boca Raton FL 33433, United States DESCRIPTION: All board members discuss annual budget for care and maintenance of common areas and vote with a quorum present to be valid. (4) OUTSIDE INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 01/01/1980 ADDRESS: 2255 Glades Road, Ste 324a, Boca Raton FL 33431, United States DESCRIPTION: Outside insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-06
• S63 Uniform Securities Agent State Law Examination
  1983-10-07

Designations

• Chartered Financial Consultant

Other Names

• C. Raymond Weldon