Best Investors Account Sign in

Todd Wayne Welch

LPl Financial LLC

Bryn Mawr, PA

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-05-20
  • PA RA
    APPROVED
    Since 2015-05-20

Branch Locations

32 N. Bryn Mawr Ave, Ste 201, Bryn Mawr, PA 19010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Newtown Square PA 09/2009 Present
  • 09/2009 → Present
    Lpl Financial
    Newtown Square, PA
Previous Registrations
Other Businesses

1. 8/2/2010: DBA ONLY - WELCH WEALTH MANAGEMENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-14
  • S66 Uniform Combined State Law Examination
    2004-04-14
Other Names
  • Todd Welch

View on SEC IAPD

Other Firms

ATAIROS MANAGEMENT, L.P.
ACREWOOD HOLDINGS, LLC
JANNEY MONTGOMERY SCOTT LLC
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
NEWBRIDGE WEALTH MANAGEMENT
RENAISSANCE ADVISORY GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

MICHAEL THOMAS NOLAN
BRIAN ANTHONY FLEMING
NORMAN TAYLOR WILDE
REGINALD WAYMAN WILKES
COLIN TAYLOR BURGESS
Tyrone K McClain
LAURA LUCILLE FULLMER
STEVEN MATTHEW LANE

Other Offices

ATAIROS MANAGEMENT, L.P. · BRYN MAWR, PA
ACREWOOD HOLDINGS, LLC · BRYN MAWR, PA
JANNEY MONTGOMERY SCOTT LLC · Bryn Mawr, PA
OSAIC WEALTH, INC. · BRYN MAWR, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
PNC WEALTH MANAGEMENT LLC · BRYN MAWR, PA
PNC WEALTH MANAGEMENT LLC · BRYN MAWR, PA
NEWBRIDGE WEALTH MANAGEMENT · BRYN MAWR, PA

More in Bryn Mawr, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor