Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Virgil Welch is a financial advisor who has been in the industry since 1984. Edward is a registered Investment Advisor Representative with Captrust and has held a number of other roles in the financial services industry. Edward's professional experience includes roles at Captrust, First Capital Solutions, LLC, and Welch Hornsby and Welch Inc. Edward has successfully completed several securities exams, including the Series 2, 7, 24, and 63 exams. Edward is currently registered in Alabama and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
1
2
AL
03/03/2020 - Present
Captrust (MONTGOMERY AL)
AL
06/24/1996 - 04/14/2003
FIRST CAPITAL SOLUTIONS, LLC (MONTGOMERY AL)
FL
03/24/1988 - 04/03/1991
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
10/02/1984 - 02/01/1988
MORGAN KEEGAN & COMPANY, INC.
BC
Issued 09/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 06/02/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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