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Elisabeth Linley Moody

THE Welch Group, LLC

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About Elisabeth Linley Moody

Elisabeth Moody is a financial advisor with The Welch Group, LLC, a registered investment advisor based in Birmingham, AL. Elisabeth has been in the financial services industry since 2008 and holds a Series 7 and Series 66 license. Elisabeth is also a Certified Financial Planner. Elisabeth's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Elisabeth is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Elisabeth Moody 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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Elisabeth Moody’s Registration & Firm History

AL

12/02/2021 - Present

THE Welch Group, LLC (BIRMINGHAM AL)

GA

10/21/2008 - 03/11/2011

SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elisabeth Linley Moody.
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