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).

Current Firm Details

3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

http://www.welchgroup.com

By the Numbers

Total Assets Under Management

2,760

MILLION
Total Number of Accounts

3,957

ACCOUNTS
Average Account Value

$697,443

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

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
Selection of other advisers (including private fund managers)
Other

Types of Clients

Registered States

Registered Investment Advisor

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

AL, CA, FL, GA, LA, MO, MS, NC, NY, PA, SC, TN, TX, VA

Financial Advisors at The Welch Group, LLC

Showing 21 - 21 of 21 top financial advisors.

Margaret A. Sandy

CRD#: 7498970

3940 Montclair Rd, Fifth Floor, Birmingham, AL 35213

Margaret Sandy (CRD# 7498970) is an Investment Advisor Representative working at The Welch Group, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.

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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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