Robert Welch (CRD# 3070192) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 25 years of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veery Capital, LLC | Wilmington, DE | Sep 2019 - Current | 4 |
| Veery Capital, LLC | Wilmington, DE | Jan 2013 - Current | 11 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- DE
- LA
- PA
-
Total Assets Under Management739MILLIONS
-
Total Number of Accounts789ACCOUNTS
-
Average Account Value$936,711
- 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
- Pension consulting services
- Educational seminars/workshops
DE, FL, LA, MD, NJ, PA, TX
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