Cason Wayne Westmoreland

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 02/2022
  Ameriprise Financial
  Tuscaloosa, AL
• 03/2022 → 06/2022
  Ubs Financial
  Nashville, TN
• 09/2025 → Present
  The Welch Group, Llc
  Birmingham, AL
• 08/2017 → 05/2021
  University Of Alabama
  Tuscaloosa, AL
• 08/2015 → 07/2017
  Heritage Academy
  Columbus, MS
• 06/2022 → 09/2025
  Twickenham Advisors
  Huntsville, AL

Previous Registrations

• 2022-06-13 → 2025-09-11
  Hightower Advisors, Llc
  Chicago, IL
  Huntsville, AL

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-20
• S66 Uniform Combined State Law Examination
  2022-02-25

Designations

• Certified Financial Planner

Other Names

• Cason Westmoreland