Steve Weaver (CRD# 4900122) is an Investment Advisor Representative working at Eagle Strategies LLC in North Bend, WA and has over 19 years of experience in the finance industry.
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5432113
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5544516
Berntson Porter Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weaver Financial, LLC | North Bend, WA | Jul 2012 - Current | 11 |
| Eagle Strategies LLC | Bellevue, WA | Aug 2007 - Current | 16 |
| Nylife Securities LLC | Bellevue, WA | Feb 2005 - Current | 19 |
| New York Life Insurance Company | Bellevue, WA | Dec 2004 - Current | 19 |
| Board Of The King County Public Hospital District | Snoqualmie, WA | May 2015 - Nov 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- TX
- WA
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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