Welch Financial Investments, LLC

Welch Financial Investments, LLC (CRD# 154359) is a financial advisory firm headquartered in Atlanta, GA. They manage $9,176,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
201 Joseph E. Lowery Blvd. Nw, Atlanta, GA 30314
http://welchfinancialinvestments.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $539,765
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

GA

Financial Advisors at Welch Financial Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cecily Welch, financial advisor Atlanta GA
Cecily V. Welch
CRD#: 5816100
201 Joseph E. Lowery Blvd. Nw, Atlanta, GA 30314

Cecily Welch (CRD# 5816100) is an Investment Advisor Representative working at Welch Financial Investments, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals