Advisor at Private Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Indian River, MI
Credentials
Series 63, Series 66
Industry experience
39 years
William Weckesser is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with LPL Financial, LLC since 2004. In addition to his advisory role, he is a commissioned notary, performing document notarizations. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.
Based on Private Advisor Group, LLC
Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.
Negotiable up to 2.00% annually
Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.
Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.
Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.
Indian River, MI
Michigan · Texas
Private Advisor Group, LLC
2015 - Present (11 years)
LPL Financial, LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
Alanson, MI
Mass Mutual Investors Services
Michael Regan is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at MML Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, and previously spent five years at METLIFE SECURITIES Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring its planning engagements as annual, collaborative relationships using firm-approved analytical tools.
Series 63, Series 65
Brutus, MI
Morgan Stanley
Terrence Falahee is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.
Series 66
Indian River, MI
Edward Jones
Brandon Weir is a financial advisor with Edward Jones in Indian River, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked in healthcare roles at Hurley Medical Center, MidMichigan Health, and McLaren Northern Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
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