Robert WelchCRD Number: 1130746
Current Firm: Raymond James Financial Services Advisors, Inc.
Robert Welch (CRD# 1130746) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tampa, FL and has over 34 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Welch Bay Portuguese Water Dogs||Tampa, FL||Sep 2015 - Current||2|
|Welch Properties, Lllp||Tampa, FL||Apr 2014 - Current||3|
|Raymond James Financial Services Advisors, Inc.||Tampa, FL||Jun 2009 - Current||8|
|Welch Financial, Inc.||Tampa, FL||Dec 2007 - Current||10|
|South Howard Realty Inc.||Tampa, FL||Oct 2000 - Current||17|
|Welch Financial Inc.||Tampa, FL||Oct 1995 - Current||22|
|Raymond James Financial Services, Inc.||Tampa, FL||Sep 1995 - Current||22|
|Welch Properties Lllp||Tampa, FL||Apr 2004 - Apr 2014||10|
|The Community Foundation Of Tampa Bay .||Tampa, FL||Oct 2006 - Oct 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 1995|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops