Charles Patrick Weidman
Investment adviser representative at Heritage Financial Counselors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$235.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Heritage Financial Counselors, LLCJul 2017 to now
- LPL Financial LLCMar 2012 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Heritage Financial Counselors, LLC
$235.9MAssets managed
143Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3252726
- Firm CRD
- 288232