Joanne Welch, financial advisor Lake Oswego OR
93 score

Joanne Welch

CRD Number: 1985048
Current Firm: Wedbush Securities Inc.

Joanne Welch (CRD# 1985048) is an Investment Advisor Representative working at Wedbush Securities Inc. in Lake Oswego, OR and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Wedbush Securities Inc. Lake Oswego, OR Feb 2011 - Current 5
Wells Fargo Portland, OR Jan 2008 - Feb 2011 3
A. G. Edwards & Sons Inc. Portland, OR May 1989 - Jan 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S65 NASAA Investment Advisors Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for Joanne A. Welch
Phone Number: 213-688-8000
Firm Website: http://www.wedbush.com
Registered State(s):
  • AZ
  • CA
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    1,254
    MILLIONS
  • Total Number of Accounts
    4,156
    ACCOUNTS
  • Average Account Value
    $301,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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, 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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