Welch Financial Investments, LLC
Welch Financial Investments, LLC (CRD# 154359) is a financial advisory firm headquartered in Atlanta, GA. They manage $9,176,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Welch Financial Investments, LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts17ACCOUNTS
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Average Account Value$539,765
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- 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.
GA
Financial Advisors at Welch Financial Investments, LLC
1
Cecily Welch (CRD# 5816100) is an Investment Advisor Representative working at Welch Financial Investments, LLC in Atlanta, GA and has over 14 years of experience in the finance industry.
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