Beau Welsh, financial advisor Franklin TN

Beau Welsh

CRD Number: 6976434
Current Firm: Eagle Strategies LLC

Beau Welsh (CRD# 6976434) is an Investment Advisor Representative working at Eagle Strategies LLC in Franklin, TN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Franklin, TN Dec 2019 - Current 4
Nylife Securities LLC Franklin, TN Sep 2018 - Current 5
New York Life Insurance Company Franklin, TN Jun 2018 - Current 6
B.b. Kings Blues Club Nashville, TN Aug 2017 - Jun 2018 < 1
Fluid Spirit Holdins Boca Raton, FL Feb 2017 - Sep 2017 < 1
Tomkats Nashville, TN Apr 2014 - Feb 2017 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Beau J. Welsh
Phone Number: (888) 695-3245
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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