Brian Welch, financial advisor Richmond VA
93 score

Brian Welch

CRD Number: 5446627
Current Firm: Verus Financial Partners

Brian Welch (CRD# 5446627) is an Investment Advisor Representative working at Verus Financial Partners in Richmond, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Kuehl Shepherd Kozlowski & Associates, Inc. Richmond, VA Dec 2009 - Current 7
Kuehl Shepherd Kozlowski & Associates, Inc. Richmond, VA Aug 2007 - Dec 2009 2
Virginia Military Institute Lexington, VA Aug 2003 - Aug 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Brian J. Welch
Phone Number: 804-592-3465
Firm Website: https://www.verusfp.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    558
    MILLIONS
  • Total Number of Accounts
    2,140
    ACCOUNTS
  • Average Account Value
    $260,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, CT, DC, FL, MD, NC, NY, PA, SC, TX, VA, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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