Financial ADVSR advisor directory · SEC adviser records
The Welch Group, LLC financial advisors in Birmingham, AL
Every SEC-registered investment adviser representative at a The Welch Group, LLC office in Birmingham, A to Z.
The short answer
26 registered advisors work at The Welch Group, LLC in Birmingham, out of 27 at the firm nationwide; it ranks number 12 in the city by advisors. 23 list the CFP designation and 0 are also registered broker representatives.
The Welch Group, LLC advisors in Birmingham, A to Z
Every The Welch Group, LLC advisor →- John D. BeattyCertified Financial Planner
- Isabella W. BlountCertified Financial Planner
- Henry M. ClayCertified Financial Planner
- Justin T. DavenportCertified Financial Planner
- Katherine G. DeermanCertified Financial Planner
- Kelly M. DeroyInvestment adviser rep
- Logan E. FrostCertified Financial Planner
- Sarah E. GlennInvestment adviser rep
- Foster T. HydeCertified Financial Planner, Chartered Financial Analyst
- Madeline J. KramerCertified Financial Planner
- James H. McCownCertified Financial Planner
- Jay H. McGowanCertified Financial Planner, Personal Financial Specialist
- Savannah F. MontgomeryCertified Financial Planner
- Elisabeth L. MoodyCertified Financial Planner
- Bradley L. MooreCertified Financial Planner
- Andrew D. MyersInvestment adviser rep
- Cory R. ReamerCertified Financial Planner
- Kimberly R. ReynoldsCertified Financial Planner
- Margaret A. SandyCertified Financial Planner
- Matthew J. SavelaCertified Financial Planner
- Charles H. SmithCertified Financial Planner, Chartered Financial Analyst
- Sean A. TweedyCertified Financial Planner
- Thomas M. Wagner Jr.Certified Financial Planner
- Callie S. WaldropCertified Financial Planner
- Stewart H. Welch IIICertified Financial Planner
- Cason W. WestmorelandCertified Financial Planner
The Welch Group, LLC advisors in every city and state →The Welch Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Welch Group, LLC advisors in other cities
Other firms in Birmingham
All Birmingham advisors →Stonex Advisors Inc. 105Waverly Advisors, LLC 99Wells Fargo Clearing Services, LLC 91Morgan Stanley 83Raymond James & Associates, Inc. 52LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Oneascent Financial Services LLC 32Stifel, Nicolaus & Company, Incorporated 30Cetera Investment Advisers LLC 27Eversource Wealth Advisors, LLC 26Osaic Wealth, Inc. 25
Questions
How many financial advisors does The Welch Group, LLC have in Birmingham?
26 investment adviser representatives are registered at The Welch Group, LLC offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 27 nationwide. 23 list the CFP designation and 0 are also registered as broker representatives.
Is The Welch Group, LLC one of the largest advisor employers in Birmingham?
The Welch Group, LLC ranks number 12 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 105.
How do I check a The Welch Group, LLC advisor in Birmingham?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Welch Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.