Devin Welch (CRD# 4008128) is an Investment Advisor Representative working at Treiberg Wealth Management in Tucson, AZ and has over 24 years of experience in the finance industry. Devin 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.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Tucson, AZ | Dec 2009 - Current | 14 |
| Treiberg Wealth Management | Tucson, AZ | Dec 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
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Total Assets Under Management226MILLIONS
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Total Number of Accounts609ACCOUNTS
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Average Account Value$370,766
- 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
AZ, CA, FL, IN, TX
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