MW
CFP
MW
CFP

Matthew Weaver

19 Years of Experience
Broker

Matthew Weaver is a CFP-designated registered investment advisor at Pruco Securities, LLC, based in Cornelius, NC, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
20 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Cornelius, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pruco Securities, LLC
September 2023 - Present · 2 yrs 7 mos
Pruco Securities, LLC.
September 2023 - Present · 2 yrs 7 mos
Pruco Securities, LLC.Broker
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLC
May 2022 - February 2023 · 9 mos
LPL Financial LLCBroker
May 2022 - February 2023 · 9 mos
CUNA Brokerage Services, INC.
December 2019 - May 2022 · 2 yrs 5 mos
CUNA Brokerage Services, INC.Broker
December 2019 - May 2022 · 2 yrs 5 mos
LPL Financial LLCBroker
March 2014 - December 2019 · 5 yrs 9 mos
LPL Financial LLC
March 2014 - December 2019 · 5 yrs 9 mos
Cuso Financial Services, L.P.
June 2013 - March 2014 · 9 mos
Cuso Financial Services, L.P.Broker
June 2013 - March 2014 · 9 mos
LPL Financial LLC
March 2013 - May 2013 · 2 mos
LPL Financial LLCBroker
April 2012 - May 2013 · 1 yr 1 mo
Uvest Financial Services Group, INC.Broker
April 2007 - April 2012 · 5 yrs
First Citizens Investor Services, INC.Broker
June 2006 - March 2007 · 9 mos
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.