Henry Clay, financial advisor Birmingham AL
93 score

Henry Clay

CRD Number: 6081892
Current Firm: Welch Investments, LLC

Henry Clay (CRD# 6081892) is an Investment Advisor Representative working at Welch Investments, LLC in Birmingham, AL and has over 4 years of experience in the finance industry. Henry Clay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Welch Investments, Llc (fka:fee-only Planning Professionals, LLC Birmingham, AL Jul 2014 - Current 2
Fee-only Planning Professionals, LLC Birmingham, AL Nov 2012 - Jul 2014 1
The Welch Group, LLC Birmingham, AL Jun 2012 - Dec 2012 < 1
Townes, Woods,& Roberts Pc Gardendale, AL Jun 2010 - Jun 2012 2
Cumberland School Of Law, Samford University Birmingham, AL Jan 2010 - Dec 2011 1
Unemployed Birmingham, AL Oct 2009 - Jan 2010 < 1
Us Army Baquoba, Oct 2008 - Sep 2009 < 1
Us Army Fort Bragg, NC Jun 2008 - Oct 2008 < 1
Cumberland School Of Law, Samford University Birmingham, AL Aug 2007 - Jun 2008 < 1
Unemployed Mobile, AL Jan 2007 - Aug 2007 < 1
Us Army Camp Hovey, Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Henry M. Clay
Phone Number: 205-871-5805
Firm Website: http://www.fopp.net
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $213,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, FL, LA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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