Joanne WelchCRD 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 28 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Wedbush Securities Inc.||Lake Oswego, OR||Feb 2011 - Current||7|
|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|
Total Assets Under Management1,254MILLIONS
Total Number of Accounts4,156ACCOUNTS
Average Account Value$301,643
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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