Gary Welden, financial advisor Newnan GA
93 score

Gary Welden

CRD Number: 4522302
Current Firm: Independent Financial Partners

Gary Welden (CRD# 4522302) is an Investment Advisor Representative working at Independent Financial Partners in Newnan, GA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Newnan, GA Mar 2012 - Current 4
Lpl Financial LLC Newnan, GA Jun 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Gary T. Welden
Phone Number: 813-341-0960
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • 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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