Benjamin Welch, financial advisor Downers Grove IL
93 score

Benjamin Welch

CRD Number: 4437916
Current Firm: Lincoln Investment

Benjamin Welch (CRD# 4437916) is an Investment Advisor Representative working at Lincoln Investment in Downers Grove, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning Wyncote, PA Jun 2014 - Current 2
J. Mcgovern And Associates Downers Grove, IL Jun 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jul 2010 - Jun 2014 3
Unemployed Maplewood, NJ May 2010 - Jul 2010 < 1
Georgetown University Washington, DC Aug 2008 - May 2010 1
President & Directors Of Georgetown College Washington, DC Sep 2009 - Apr 2010 < 1
Dubmenow, Inc. Vienna, VA Apr 2009 - Nov 2009 < 1
Updata Partners Reston, VA May 2009 - Aug 2009 < 1
Mediqus Asset Advisors Chicago, IL Jun 2008 - Jul 2008 < 1
Self-employed (1099 Contractor) Chicago, IL May 2008 - Jun 2008 < 1
Self-employed (1099 Contractor) Chicago, IL Mar 2008 - May 2008 < 1
Unemployed Chicago, IL May 2007 - Mar 2008 < 1
Administaff Companies Ii Llp Obo Ground Swell Management Kingwood, TX Jan 2007 - May 2007 < 1
Ground Swell Management, Inc. Del Mar, CA Oct 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Benjamin B. Welch
Phone Number: 215-887-8111
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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

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

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