The Welch Group, LLC
The Welch Group, LLC (CRD# 111273) is a financial advisory firm headquartered in Birmingham, AL. They manage $2,759,780,587 in 3,957 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management2,760MILLION
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Total Number of Accounts3,957ACCOUNTS
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Average Account Value$697,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, CA, FL, GA, LA, MO, MS, NC, NY, PA, SC, TN, TX, VA
Henry Clay (CRD# 6081892) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 11 years of experience in the finance industry.
Justin Davenport (CRD# 7078875) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 4 years of experience in the finance industry.
Jay McGowan (CRD# 6326333) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.
Elisabeth Moody (CRD# 5149081) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 15 years of experience in the finance industry.
James Peay (CRD# 3005421) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 26 years of experience in the finance industry.
Kimberly Reynolds (CRD# 5338554) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Matthew Savela (CRD# 6921261) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 5 years of experience in the finance industry.
Charles Smith (CRD# 4452304) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 22 years of experience in the finance industry.
Thomas Wagner (CRD# 5502971) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry.