Brian WelchCRD 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 9 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|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|
Total Assets Under Management558MILLIONS
Total Number of Accounts2,140ACCOUNTS
Average Account Value$260,799
- 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
CO, CT, DC, FL, MD, NC, NY, PA, SC, TX, VA, WA, WV
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