Charles Weeks (CRD# 2289771) is an Investment Advisor Representative working at Weeks Financial Services, LLC in Erdenheim, PA and has over 23 years of experience in the finance industry.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2432429
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weeks Financial Services, LLC | Plymouth Meeting, PA | Jul 2014 - Current | 9 |
| Ashford Capital Management | Wilmington, DE | Apr 2002 - Jul 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- PA
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$315,918
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
PA
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