William Welch (CRD# 7187731) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raton, NM and has over 3 years of experience in the finance industry.
CRD# 4867206
Edward Jones
CRD# 6863902
Edward Jones
CRD# 2173162
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Amarillo, TX | Oct 2019 - Current | 4 |
| Unemployed | Amarillo, TX | Feb 2019 - Oct 2019 | < 1 |
| Vantage Marketing | Provo, UT | Oct 2018 - Feb 2019 | < 1 |
| Brigham Young University | Provo, UT | Aug 2018 - Oct 2018 | < 1 |
| Press Ganey | Provo, UT | Jun 2018 - Aug 2018 | < 1 |
| Brigham Young University | Provo, UT | Apr 2018 - Jun 2018 | < 1 |
| Brigham Young University | Provo, UT | Aug 2017 - Apr 2018 | < 1 |
| Vantage Marketing | Pompano Beach, FL | May 2017 - Aug 2017 | < 1 |
| Brigham Young University | Provo, UT | Jan 2017 - May 2017 | < 1 |
| Brigham Young University | Provo, UT | Aug 2016 - May 2017 | < 1 |
| Us Cleaners | Amarillo, TX | May 2016 - Aug 2016 | < 1 |
| Brigham Young University | Provo, UT | Jan 2016 - May 2016 | < 1 |
| Brigham Young University | Provo, UT | Oct 2015 - Jan 2016 | < 1 |
| Brigham Young University | Provo, UT | Aug 2015 - Oct 2015 | < 1 |
| Unemployed | Amarillo, TX | Jun 2015 - Aug 2015 | < 1 |
| Church Of Jesus Christ Of Latter Day Saints | Neuquen, | Jul 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- NM
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.