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Carol Weeks Acker

Carol W. Acker

NANCY K WEEKS ASSOCIATES
Redwood City, CA 94063
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CRD#: 4990656
Carol Weeks Acker

Professional summary

Carol Weeks Acker, CFP®, who also goes by Carol Susan Weeks, is a registered financial advisor currently at NANCY K WEEKS ASSOCIATES, LLC located in Redwood City, California.

Carol is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Carol has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carol Susan Weeks

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 Carol Weeks Acker'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®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

August 4, 2003 - Present

NANCY K WEEKS ASSOCIATES, LLC

Office #1: 501 Seaport Court Suite 101, Redwood City, CA 94063
RIA
CRD#: 135737
Redwood City, CA

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
California
(8/4/2003)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/18/2003
Uniform Investment Adviser Law Examination

Current Firm

NK
NANCY K WEEKS ASSOCIATES, LLC
NANCY K WEEKS ASSOCIATES, LLC | NANCY K WEEKS D/B/A FINANCIAL ADVISORY SERVICES

CRD#: 135737 / SEC#:

California
Registered Investment Advisory firm - (8/4/2003 Approved)
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Contact information

Main Address
501 Seaport Court Suite 101, Redwood City, CA 94063
Mailing Address
Phone number
(650) 691-0440
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

NANCY K WEEKS ASSOCIATES, LLC

CRD#: 135737Redwood City, CA 94063

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