Best Investors Account Sign in
Inactive

Henry Marshall Clay

The Welch Group, LLC

Birmingham, AL

Claim This Profile
Current Employers
The Welch Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-06
AL RA APPROVED 2018-03-10
  • TX RA
    APPROVED
    Since 2022-11-06
  • AL RA
    APPROVED
    Since 2018-03-10

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
Welch Investments, Llc Fka Fee-Only Planning Professionals, Llc Birmingham AL 07/2014 01/2018
The Welch Group, Llc Birmingham AL 01/2018 Present
  • 07/2014 → 01/2018
    Welch Investments, Llc Fka Fee-Only Planning Professionals, Llc
    Birmingham, AL
  • 01/2018 → Present
    The Welch Group, Llc
    Birmingham, AL
Previous Registrations
  • 2012-12-19 → 2018-03-15
    Welch Investments, Llc
    Birmingham, AL
    Birmingham, AL
  • 2012-08-06 → 2012-12-18
    The Welch Group, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-05
  • S65 Uniform Investment Adviser Law Examination
    2012-08-05
Designations

View on SEC IAPD

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor