The Welch Group, LLC

The Welch Group, LLC (CRD# 111273) is a financial advisory firm headquartered in Birmingham, AL. They manage $786,980,022 in 1,522 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    787
    MILLION
  • Total Number of Accounts
    1,522
    ACCOUNTS
  • Average Account Value
    $517,070
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC, SC, TN, TX

Financial Advisors at The Welch Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Foster T. Hyde
CRD#: 5354267
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213
101
Wealthminder
score
Foster Hyde (CRD# 5354267) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 4 years of experience in the finance industry. Foster Hyde 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Elisabeth L. Moody
CRD#: 5149081
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213
96
Wealthminder
score

Elisabeth Moody (CRD# 5149081) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 8 years of experience in the finance industry. Elisabeth Moody 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.

3
Charles H. Smith
CRD#: 4452304
3940 Montclair Road, Fifth Floor, Birmingham, AL 35213
96
Wealthminder
score

Charles Smith (CRD# 4452304) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 15 years of experience in the finance industry. Charles Smith 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.

4
Kimberly R. Reynolds
CRD#: 5338554
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213
90
Wealthminder
score

Kimberly Reynolds (CRD# 5338554) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Kimberly Reynolds 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.

5
Thomas M. Wagner
CRD#: 5502971
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213
90
Wealthminder
score

Thomas Wagner (CRD# 5502971) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Thomas Wagner 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.

6
Margaret A. Elliott
CRD#: 6291403
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213
87
Wealthminder
score

Margaret Elliott (CRD# 6291403) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

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