William Welden, financial advisor Birmingham AL
89 score

William Welden

CRD Number: 6195143
Current Firm: Raymond James & Associates, Inc.

William Welden (CRD# 6195143) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Birmingham, AL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Birmingham, AL May 2013 - Current 3
Southern Medical Solutions Birmingham, AL Jan 2012 - May 2013 1
Auburn University Auburn, AL Aug 2010 - Dec 2011 1
Priestley Company Birmingham, AL Jul 2010 - Aug 2010 < 1
Us Senate Washington, DC May 2010 - Jul 2010 < 1
Auburn University Auburn, AL Aug 2009 - May 2010 < 1
Cobbs, Allen & Hall Birmingham, AL May 2009 - Aug 2009 < 1
Auburn University Auburn, AL Aug 2007 - May 2009 1
American Pipe Birmingham, AL May 2007 - Aug 2007 < 1
Mountain Brook Hs Mountain Brook, AL May 2003 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for William R. Welden
Phone Number: 727-567-1000
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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