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Clay William Wood

THE Welch Group, LLC

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About Clay William Wood

Clay William Wood is a financial advisor with The Welch Group, LLC. Clay is a Certified Financial Planner. Clay has been in the financial services industry since 2015. Clay is registered with the states of Alabama and Texas. Clay has experience with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The Welch Group, LLC offers advisory services to individuals, businesses, and charitable organizations. They offer financial planning, portfolio management, and advice on matters not involving securities. The Welch Group, LLC has approximately $2.76 billion in assets under management. They have 3,957 clients, 21 investment advisor representatives, and 0 registered representatives.

Firm Information

Clay Wood is currently registered with THE Welch Group, LLC. THE Welch Group, LLC is an investment advisor based in Birmingham, AL. The firm provides financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities. They manage approximately $2.76 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, and pension plans.
THE Welch Group, LLC

3940 MONTCLAIR RD

BIRMINGHAM, AL 35213

$2.76B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities.

Advice on matters not involving securities.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clay Wood’s Registration & Firm History

AL

11/06/2022 - Present

THE Welch Group, LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 08/12/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clay William Wood.
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