The Welch Group, LLC

The Welch Group, LLC (CRD# 111273) is a financial advisory firm headquartered in Birmingham, AL. They manage $2,759,780,587 in 3,957 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213
http://www.welchgroup.com
By the Numbers
  • Total Assets Under Management
    2,760
    MILLION
  • Total Number of Accounts
    3,957
    ACCOUNTS
  • Average Account Value
    $697,443
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
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, MO, MS, NC, NY, PA, SC, TN, TX, VA

Financial Advisors at The Welch Group, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Henry Clay, financial advisor Birmingham AL
Henry M. Clay
CRD#: 6081892
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Henry Clay (CRD# 6081892) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 11 years of experience in the finance industry.

2
Justin Davenport, financial advisor Birmingham AL
Justin T. Davenport
CRD#: 7078875
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Justin Davenport (CRD# 7078875) 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.

3
Foster Hyde, financial advisor Birmingham AL
Foster T. Hyde
CRD#: 5354267
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213
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.
4
Jay McGowan, financial advisor Birmingham AL
Jay H. McGowan
CRD#: 6326333
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Jay McGowan (CRD# 6326333) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.

5
Elisabeth Moody, financial advisor Birmingham AL
Elisabeth L. Moody
CRD#: 5149081
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Elisabeth Moody (CRD# 5149081) 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.

6
James Peay, financial advisor Birmingham AL
James W. Peay
CRD#: 3005421
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

James Peay (CRD# 3005421) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 26 years of experience in the finance industry.

7
Kimberly Reynolds, financial advisor Birmingham AL
Kimberly R. Reynolds
CRD#: 5338554
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

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.

8
Matthew Savela, financial advisor Birmingham AL
Matthew J. Savela
CRD#: 6921261
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Matthew Savela (CRD# 6921261) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 5 years of experience in the finance industry.

9
Charles Smith, financial advisor Birmingham AL
Charles H. Smith
CRD#: 4452304
3940 Montclair Road, Fifth Floor, Birmingham, AL 35213

Charles Smith (CRD# 4452304) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 22 years of experience in the finance industry.

10
Thomas Wagner, financial advisor Birmingham AL
Thomas M. Wagner
CRD#: 5502971
3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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