linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Jay Welborn

First Financial Consulting

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory Jay Welborn

Gregory Jay Welborn is an investment advisor representative with First Financial Consulting and has been in the industry since 1993. Gregory Welborn has experience with individual and business clients in both portfolio management and financial planning. Gregory Welborn has been registered with the state of California since 1996. First Financial Consulting has been in business since 1993, and specializes in providing investment advisory services to individuals and businesses. The firm has 597 clients and manages over $500 million in assets.

Firm Information

Gregory Welborn is currently registered with First Financial Consulting. First Financial Consulting is an independent, fee-only financial advisory firm with over $500 million in assets under management. Founded by [missing founder information], the firm offers a range of services including financial planning, portfolio management, and pension consulting. They serve a diverse client base of high-net-worth individuals, corporations, and individuals with less than $1 million in assets. Their focus is on providing personalized financial advice and helping clients reach their financial goals.

$500.00M

Assets Under Management

597

Total Clients

6

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Welborn’s Registration & Firm History

CA

05/24/1996 - Present

First Financial Consulting (PASADENA CA)

GA

01/01/1995 - 11/18/1997

FSC SECURITIES CORPORATION (ATLANTA GA)

PA

03/09/1993 - 09/06/1994

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

Not sure if Gregory Jay Welborn is right for you?

Licenses & Designations

BC

Issued 12/02/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/1996

Series 2 - Non-Member General Securities Examination

BC

Issued 03/05/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Jay Welborn.
Not sure if Gregory Jay Welborn is right for you?