Weldon And Weldon Financial Coaching

Weldon And Weldon Financial Coaching (CRD# 308640) is a financial advisory firm headquartered in Watertown, NY. They serve the financial needs of clients across 6 states (or territories).

Current Firm Details

120 Washington Street,, Suite 410, Watertown, NY 13601

https://www.coachweldon.com/

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

Compensation Options

Other

Advisory Services Offered

Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CT, FL, LA, NJ, NY, TX

Financial Advisors at Weldon And Weldon Financial Coaching

Showing 1 - 2 of 2 top financial advisors.

Jeffry J. Weldon

CRD#: 1686799

120 Washington Street,, Suite 410, Watertown, NY 13601

Jeffry Weldon (CRD# 1686799) is an Investment Advisor Representative working at Weldon And Weldon Financial Coaching in Watertown, NY and has over 36 years of experience in the finance industry.

Carolyn D. Weldon

CRD#: 5603372

120 Washington Street,, Suite 410, Watertown, NY 13601

Carolyn Weldon (CRD# 5603372) is an Investment Advisor Representative working at Weldon And Weldon Financial Coaching in Watertown, NY and has over 4 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.

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