Welsh Hills Financial Services, LLC
Welsh Hills Financial Services, LLC (CRD# 119949) is a financial advisory firm headquartered in , . They manage $27,500,000 in 193 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts193ACCOUNTS
Average Account Value$142,487
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Elizabeth Caldwell (CRD# 4551635) is an Investment Advisor Representative working at Welsh Hills Financial Services, LLC in Newark, OH and has 1 year of experience in the finance industry. Elizabeth Caldwell 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.