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Foster Thompson Hyde

The Welch Group, LLC

Birmingham, AL

CRD 5354267

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Employer firm

The Welch Group, LLC CRD 111273

$3.68B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • ADVICE ON MATTERS NOT INVOLVING SECURITIES.

From the firm’s Form ADV. Read the guides:

Current Employers
The Welch Group, Llc

3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-02
AL RA APPROVED 2012-04-26
  • TX RA
    APPROVED
    Since 2021-12-02
  • AL RA
    APPROVED
    Since 2012-04-26

Branch Locations

3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • 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
The Welch Group Birmingham AL 03/2011 01/2018
The Welch Group Birmingham AL 01/2018 Present
  • 03/2011 → 01/2018
    The Welch Group
    Birmingham, AL
  • 01/2018 → Present
    The Welch Group
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-25
  • S65 Uniform Investment Adviser Law Examination
    2012-04-25
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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