Donavan WelchCRD Number: 5563102
Current Firm: Cuso Financial Services, LP
Donavan Welch (CRD# 5563102) is an Investment Advisor Representative working at Cuso Financial Services, LP in Spokane, WA and has over 8 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Cuso Financial Services, LP||San Diego, CA||Dec 2015 - Current||1|
|Spokane Teachers Credit Union||Spokane, WA||Dec 2015 - Current||1|
|Valic Financial Advisors, Inc.||Spokane, WA||Dec 2011 - Dec 2015||4|
|Edward Jones||St Louis, MO||Jul 2008 - Dec 2011||3|
|First Index||Spokane, WA||Mar 2007 - May 2008||1|
|Wells Fargo Home Mortgage||Portland, OR||May 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV