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CW

Charles F. Weller

B & V ADVISORS
Kingwood, TX
Some features on this profile are disabled
CRD#: 4466981
CW

Professional summary

Charles Fenton Weller is a registered financial advisor currently at B & V ADVISORS, LLC located in Kingwood, Texas.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Charles has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Fenton Weller's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 9, 2009 - Present

B & V ADVISORS, LLC

RIA
CRD#: 148810
Kingwood, TX
Past

January 1, 2002 - December 31, 2008

WILLIS JOHNSON & ASSOCIATES, INC.

RIA
CRD#: 119759
HOUSTON, TX
Past

November 30, 2001 - September 8, 2008

FSC SECURITIES CORPORATION

BD
CRD#: 7461
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/9/2009)

Exams

State Security Law Exam
RR
Series 63
Date: 12/28/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/29/2001
General Securities Representative Examination

Current Firm

B&
B & V ADVISORS, LLC
B & V ADVISORS, LLC

CRD#: 148810 / SEC#:

Texas
Registered Investment Advisory firm - (1/1/2009 Approved)
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Contact information

Main Address
Kingwood, TX
Mailing Address
Phone number
(281) 744-9900
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Red Flags

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.

Company Information

B & V ADVISORS, LLC

CRD#: 148810Kingwood, TX

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