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 5 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.

Similar Advisors
Lauren Pearson, financial advisor Birmingham AL
Lauren S. Pearson
CRD# 5422273
Hightower Advisors, LLC
Score
103
Similar Advisors
Donna Gordon, financial advisor Birmingham AL
Donna H. Gordon
CRD# 1469265
Wesban Financial Consultants, P.c.
Score
101
Similar Advisors
Chase Gore, financial advisor Birmingham AL
Chase H. Gore
CRD# 5556427
Raymond James & Associates, Inc.
Score
101
Professional Designations
Company Name Location Dates Years
Welch Investments, Llc (fka:fee-only Planning Professionals, LLC Birmingham, AL Jul 2014 - Current 3
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.