Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callie? Claim Your ProfileCallie Suzanne Waldrop is an Investment Advisor Representative at The Welch Group, LLC. Callie has been in the industry since July 2014 and has been with The Welch Group since January 2018. Callie is registered with the state of Alabama and Texas. Callie holds a Series 65 and is a Certified Financial Planner. Callie's firm, The Welch Group, LLC is based in Birmingham, Alabama and provides financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities. The Welch Group primarily serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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.
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AL
11/07/2022 - Present
THE Welch Group, LLC (BIRMINGHAM AL)
IA
Issued 09/22/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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