James UnderwoodCRD Number: 4554612
Current Firm: Welch Hornsby, Inc.
James Underwood (CRD# 4554612) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has 1 year of experience in the finance industry.
River Wealth Management, LLC
Raymond James Financial Services Advisors, Inc.
Fsc Securities Corporation
|Welch Hornsby & Welch, Inc.||Montgomery, AL||Jul 2006 - Current||10|
Total Assets Under Management1,674MILLIONS
Total Number of Accounts452ACCOUNTS
Average Account Value$3,702,571
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, LA, MS, NC, TN, TX