Charles Claude Weeks Jr.
CFP®Professional Summary
Charles Claude Weeks JR., CFP®, who also goes by Charles Weeks Jr, Charles Weeks, is a registered financial advisor currently at BARRISTER located in Fort Washington, Pennsylvania. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Charles has worked at 6 firms and has passed the Series 66, Series 7, Series 31 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Charles Weeks Jr, Charles Weeks
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
BARRISTER | GRANT ASSET MANAGEMENT | BARRISTER WEALTH MANAGEMENT, LLC | BARRISTER WEALTH MANAGEMENT
Contact Information
Main Address
501 Office Center Drive Suite 125, Fort Washington, PA 19034Phone Number
(800) 465-8140# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
296AUM (Assets Under Management)
$97,147,280Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(5/7/2020)
(5/10/2010)
(4/15/2015)
(5/18/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Charles Claude Weeks JR.'s CRS (Customer Relationship Summary).
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