Kevin E. Weaver
Professional summary
Kevin Edward Weaver, CFP® is a registered financial advisor currently at AUSTIN PRIVATE WEALTH, LLC located in Austin, Texas.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kevin has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 24, Series 51 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Edward Weaver's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
May 19, 2021 - Present
AUSTIN PRIVATE WEALTH, LLC
Office #1: 3108 N Lamar Boulevard Suite B100, Austin, TX 78705June 25, 2003 - May 19, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
June 25, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
June 25, 2003 - May 19, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
AUSTIN PRIVATE WEALTH, LLC
CRD#: 304344 / SEC#: 801-116987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/19/2021)
Exams
Series 7TO
Date: 8/14/2022
General Securities Representative ExaminationCurrent Firm
AUSTIN PRIVATE WEALTH, LLC
CRD#: 304344 / SEC#: 801-116987
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,781 |
| AUM (Assets Under Management) | $ 1,331,171,818 |
Red Flags
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