Sarah Lance Welch, financial advisor Fairlawn OH
93 score

Sarah Lance Welch

CRD Number: 4548425
Current Firm: Raymond James & Associates, Inc.

Sarah Lance Welch (CRD# 4548425) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fairlawn, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Fairlawn, OH Mar 2014 - Current 2
Duncan-williams, Inc. Memphis, TN Aug 2011 - Mar 2014 2
Wachovia Securities, LLC Fairlawn, OH Jan 2008 - Aug 2011 3
Wachovia Securities, LLC Fairlawn, OH Jan 2008 - Aug 2011 3
A.g. Edwards & Sons, Inc. Medina, OH May 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Sarah E. Lance Welch
Phone Number: 727-567-1000
Registered State(s):
  • OH
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
93
Clean Record
This advisor has a clean track record with regulators.

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