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WA

Weston W. Adams

HA WEALTH ADVISORS
CEDAR CITY, UT 84721
Some features on this profile are disabled
CRD#: 7278824
WA

Professional summary

Weston William Adams is a registered financial advisor currently at HA WEALTH ADVISORS INC. located in Cedar City, Utah.

Weston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Weston has worked at 3 firms and has passed the Series 65, Series 7TO and SIE exams.

top-8-questions

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.
I am also an insurance broker for life and health insurance. I am an Office Associate at Hughes & Associates Inc. This activity consists of answering phones and filing paperwork. I spend five hours a week engaged in this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Weston William Adams'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

May 1, 2023 - Present

HA WEALTH ADVISORS INC.

Office #1: 2069 North Main Street Suite 200, Cedar City, UT 84721
RIA
CRD#: 325764
CEDAR CITY, UT
Past

June 10, 2021 - June 28, 2023

TOWNSQUARE CAPITAL, LLC

RIA
CRD#: 288576
Cedar City, UT
Past

February 16, 2021 - October 13, 2021

DFPG INVESTMENTS, LLC

BD
CRD#: 155576
CEDAR CITY, UT

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
(5/1/2023)
IAR
Utah
(6/21/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/9/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/16/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/25/2020
Securities Industry Essentials Examination

Current Firm

HW
HA WEALTH ADVISORS INC.
HA WEALTH ADVISORS | HA WEALTH ADVISORS INC.

CRD#: 325764 / SEC#:

Texas
Registered Investment Advisory firm - (4/6/2023 Conditional Restricted)
Utah
Registered Investment Advisory firm - (6/21/2023 Approved)
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Contact information

Main Address
2069 North Main Street, Suite 200, Cedar City, UT 84721
Mailing Address
Phone number
(435) 867-1111
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts596
AUM (Assets Under Management)$ 64,608,000

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

HA WEALTH ADVISORS INC.

CRD#: 325764Cedar City, UT 84721

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