CW
Conor K. Weir
ACCELERATE RETIREMENT
Long Beach, CA 90804
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CRD#: 6050425
CW
Professional summary
Conor Kenneth Weir, CFP®, who also goes by Conor K Weir, Conor Kenneth Weir, is a registered financial advisor currently at ACCELERATE RETIREMENT located in Long Beach, California.
Conor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Conor has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Conor K Weir | Conor Kenneth Weir
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.
1) RBG ;investment related; 5199 E. Pacific Hwy,Suite 602,Long Beach,CA 90804;investment advisory;managing director;11/24/2014; 80 hrs/month;4 hrs during trading;non-officer,registered investment advisor 2) Resources Investment Advisors LLC; investment related; 4860 College Blvd,Suite 100,Overland Park,KS 66211;RIA;investment advisor;12/1/2018;80 hrs/month;4 hrs during trading;investment advisor 3) Back Nine Insurance;not investment related; 5199 E. Pacific Coast Highway,Suite 602; life insurance;agent;11/2014;4 hrs/month;0 hrs during trading;sell life insurance products to clients when in their best interest. In his individual capacity recommends the purchase of certain insurance products on a commission basis. 4) Retirement Builders; not investment related; 4621 E. Colorado St,Long Beach,CA 90814;personal limited liability company to receive RIA income;owner;11/2014;4 hrs/month;0 hrs during trading;accounting 5) SoCal Retirement Partners,LLC;investment related; 5199 E Pacific Coast Highway,Suite 602,Long Beach,CA 90804;establishing an LLC to manage joint business,dba will be Retirement Builders;member;11/15/2021;10 hrs/month;.5 hrs during trading;market our investment advisory services under the dba of Retirement Builders.The SoCal Retirement Partners entiy is created to provide a legal structure for this effort. 6) Sokhom & Weir LLC; Not investment related; LLC created to own multi-unit rental property; 4 hours dedicated to this activity per month - 0 hours during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Conor Kenneth Weir'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®
Experience
Current
May 15, 2023 - Present
ACCELERATE RETIREMENT
Office #1: 5199 East Pacific Coast Highway Suite 602, Long Beach, CA 90804RIA
CRD#: 325859
Long Beach, CA
Past
December 2, 2021 - July 31, 2023
WEALTHSPIRE RETIREMENT ADVISORY
RIA
CRD#: 121254
ALISO VIEJO, CA
Past
January 2, 2019 - December 31, 2021
TRIAD ADVISORS LLC
BD
CRD#: 25803
Long Beach, CA
Past
December 3, 2018 - January 6, 2022
ONEDIGITAL
RIA
CRD#: 106766
Long Beach, CA
Past
November 21, 2014 - December 31, 2018
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
Long Beach, CA
Past
November 20, 2014 - December 31, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
LONG BEACH, CA
Past
June 15, 2012 - November 24, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LONG BEACH, CA
Past
May 16, 2012 - November 24, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LONG BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
Registered Investment Advisory firm - (4/28/2023 Approved)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(5/15/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
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Contact information
Main Address
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656
Mailing Address
Phone number
(888) 439-7071
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 704 |
| AUM (Assets Under Management) | $ 242,848,720 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
