Best Investors Account Sign in

Hunter Alan Peterson

Weaver Consulting Group, LLC

Huntington Beach, CA

CRD 6691463

Claim This Profile
Employer firm

Weaver Consulting Group, LLC CRD 287895

$1.05B regulatory AUM 5 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:

Current Employers
Weaver Consulting Group, Llc

101 Main Street Suite 220, Huntington Beach, CA 92648 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-17
CA RA APPROVED 2018-01-26
  • TX RA
    APPROVED_RES
    Since 2022-03-17
  • CA RA
    APPROVED
    Since 2018-01-26

Branch Locations

101 Main Street Suite 220, Huntington Beach, CA 92648 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vanguard Marketing Corporation Scottsdale AZ 08/2016 09/2017
Weaver Consulting Group, Llc Huntington Beach CA 10/2017 Present
Purshe Kaplan Sterling Investments, Inc Albany NY 08/2019 Present
  • 08/2016 → 09/2017
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 10/2017 → Present
    Huntington Beach, CA
  • 08/2019 → Present
    Purshe Kaplan Sterling Investments, Inc
    Albany, NY
Other Businesses

1) WEAVER CONSULTING GROUP. INVESTMENT RELATED BUSINESS. LOCATED AT 101 MAIN STREET, SUITE 220, HUNTINGTON BEACH, CA 92648. NATURE OF BUSINESS IS RIA. TITLE IS ASSOCIATE FINANCIAL ADVISOR. STARTED 10/2017. 160 HRS/MO DEVOTED - 8 HRS/MO DURING TRADING. DUTIES ARE CLIENT RELATIONSHIP, INVESTMENT RESEARCH & PORTFOLIO ALLOCATION. 2) Board Member/Assistant Treasurer; Huntington Beach Kiwanis; Investment Related: No; Location: 92648; Description of the business: Service Organization for city of Huntington Beach; Responsibilities Duties: Participate in Board Meeting and Assist Treasurer; Start date with business: 2017-12-01; Hours devoted to business outside trading hours: 8;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-11
S63 Uniform Securities Agent State Law Examination 2016-09-12
  • S65 Uniform Investment Adviser Law Examination
    2018-01-11
  • S63 Uniform Securities Agent State Law Examination
    2016-09-12
Other Names
  • Hunter Alan Peterson Wicklund
  • Hunter Peterson

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Huntington Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor