Welch Financial Investments, LLC
Welch Financial Investments, LLC (CRD# 154359) is a financial advisory firm headquartered in Atlanta, GA. They manage $3,500,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$291,667
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Cecily Welch (CRD# 5816100) is an Investment Advisor Representative working at Welch Financial Investments, LLC in Atlanta, GA and has over 8 years of experience in the finance industry. Cecily Welch 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.