Lavon Welch, financial advisor Covington LA
96 score

Lavon Welch

CRD Number: 1223552
Current Firm: Cambridge Investment Research Advisors, Inc.

Lavon Welch (CRD# 1223552) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Covington, LA and has over 18 years of experience in the finance industry. Lavon Welch 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
Cambridge Investment Research, Inc. Fairfield, IA Sep 2011 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2011 - Current 5
Walnut Street Securities, Inc. Covington, LA Jun 1987 - Sep 2011 24
Live Oak Advisory Group, LLC Mandeville, LA Jan 2006 - Dec 2009 3
General American St. Louis, MO Nov 1986 - Dec 2007 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Lavon H. Welch
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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
96
Clean Record
This advisor has a clean track record with regulators.

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