Benjamin WelchCRD 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.
Waddell & Reed
Forum Financial Management, LP
|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|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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