Unclaimed
Brian Welch is a registered Investment Advisor Representative with Washington Capital Management Inc. Brian's professional experience includes working with charitable organizations, high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. Brian has been registered with the Securities and Exchange Commission since June 28, 2017. Washington Capital Management Inc. is located in Seattle, WA. The firm provides advisory services to individuals, corporations, and pooled investment vehicles. The firm also provides portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Mortgage loan & servicing fees
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WA
06/28/2017 - Present
Washington Capital Management Inc. (SEATTLE WA)
IA
Issued 06/28/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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