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Rebecca Rose Faulkner

The Welch Group, LLC

Lexington, KY

Birmingham, AL

CRD 7256732

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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
KY RA APPROVED 2026-07-23
TX RA APPROVED 2023-10-13
AL RA APPROVED 2022-09-19
  • KY RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED
    Since 2023-10-13
  • AL RA
    APPROVED
    Since 2022-09-19

Branch Locations

Lexington, KY • United States

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, Llc Birmingham AL 05/2022 Present
Liberty Christian School Keller TX 02/2016 05/2018
University Of Alabama Tuscalossa AL 08/2018 05/2022
Steel City Pops Southlake TX 01/2017 10/2017
T.D. Ameritrade Westlake TX 05/2020 09/2020
The Welch Group, Llc Birmingham AL 01/2022 04/2022
  • 05/2022 → Present
    Birmingham, AL
  • 02/2016 → 05/2018
    Liberty Christian School
    Keller, TX
  • 08/2018 → 05/2022
    University Of Alabama
    Tuscalossa, AL
  • 01/2017 → 10/2017
    Steel City Pops
    Southlake, TX
  • 05/2020 → 09/2020
    T.D. Ameritrade
    Westlake, TX
  • 01/2022 → 04/2022
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-19
  • S65 Uniform Investment Adviser Law Examination
    2022-09-19
Designations
  • Certified Financial Planner
Other Names
  • Becky Rose Mcintyre
  • Rebecca Rose Mcintyre

View on SEC IAPD

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