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
Callie Waldrop (CRD# 6102342) 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.
Stewart Welch (CRD# 808380) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 36 years of experience in the finance industry.
Clay Wood (CRD# 6561434) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 6 years of experience in the finance industry.
John Beatty (CRD# 7549795) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Isabella Blount (CRD# 7242369) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 3 years of experience in the finance industry.
Jonathan Brooks (CRD# 6641341) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 6 years of experience in the finance industry.
Kelly Deroy (CRD# 7643887) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Jennifer Kendall (CRD# 7222166) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 3 years of experience in the finance industry.
Rebecca McIntyre (CRD# 7256732) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Margaret Sandy (CRD# 7498970) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry.