Brian Welch, financial advisor Richmond VA

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 16 years of experience in the finance industry. Brian Welch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Verus Financial Partners, Inc. Richmond, VA May 2021 - Current 2
Verus Financial Partners Richmond, VA Dec 2016 - May 2021 4
Verus Financial Partners Richmond, VA Dec 2014 - Dec 2016 2
Verus Financial Partners Richmond, VA Dec 2009 - Nov 2014 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
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    837
    MILLIONS
  • Total Number of Accounts
    1,925
    ACCOUNTS
  • Average Account Value
    $434,820
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, FL, MD, MT, NC, ND, NE, NH, PA, SC, TX, VA

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