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).
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Total Assets Under Management2,760MILLION
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Total Number of Accounts3,957ACCOUNTS
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Average Account Value$697,443
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, CA, FL, GA, LA, MO, MS, NC, NY, PA, SC, TN, TX, VA
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. Henry Clay 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.
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. Justin Davenport 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.
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. Jay McGowan 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.
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. 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.
James Peay (CRD# 3005421) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 25 years of experience in the finance industry. James Peay 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.
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.
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. Matthew Savela 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.
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. 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.
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.