Kelcy Leigh Wilcox weiger
Investment adviser representative at LPL Financial LLC
12 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCMar 2023 to now
- Special K Financial IncJan 2020 to now
- Assistant To Tfa Registered Rep Michael DelmonicoMay 2018 to May 2021
- Vivax ProsMay 2018 to Mar 2019
- Finn Mccools Bar & GrillMay 2018 to Dec 2018
- Transamerica Financial Advisors, IncOct 2014 to Jan 2023
- World Financial Group, Inc.Aug 2014 to Mar 2023
- Baroness WinesAug 2014 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CO, NV, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6409396
- Firm CRD
- 6413