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Cory Reid Reamer

THE Welch Group, LLC

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About Cory Reid Reamer

Cory Reamer is an investment advisor representative with The Welch Group, LLC. Cory has been in the industry since 2011 and holds Series 63, 65, and 7 licenses, as well as the SIE exam. Cory has previously worked for Sterne, Agee & Leach, Inc. and Stifel, Nicolaus & Company, Incorporated. Cory is registered to provide investment advice in Alabama and Texas. The Welch Group, LLC is a firm based in Birmingham, AL, and provides advisory services to a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Cory Reamer 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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Cory Reamer’s Registration & Firm History

AL

05/16/2024 - Present

THE Welch Group, LLC (BIRMINGHAM AL)

AL

06/05/2015 - 12/15/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BIRMINGHAM AL)

AL

04/29/2011 - 06/05/2015

STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 05/16/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cory Reid Reamer.
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