Donald Welsh, financial advisor Altamonte Springs FL

Donald Welsh

CRD Number: 4279383
Current Firm: Wells Fargo Clearing Services, LLC

Donald Welsh (CRD# 4279383) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Altamonte Springs, FL and has over 20 years of experience in the finance industry.

Similar Advisors
Peter Abbate, financial advisor Altamonte Springs FL
Peter Abbate
CRD# 6127350
Valic Financial Advisors, Inc.
Similar Advisors
Gregory Abdalla, financial advisor Altamonte Springs FL
Gregory H. Abdalla
CRD# 6160017
Securian Financial Services, Inc.
Similar Advisors
Gary Abely, financial advisor Altamonte Springs FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Orlando, FL Aug 2020 - Current < 1
Suntrust Advisory Services Atlanta, GA Aug 2016 - Aug 2020 4
Suntrust Investment Services,inc Atlanta, GA Jan 2012 - Aug 2020 8
Wells Fargo Advisors LLC Apopka, FL May 2009 - Jan 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Donald A. Welsh
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Donald Welsh and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.