Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haile? Claim Your ProfileHaile Savannah Frickey is a registered investment advisor representative at THE Welch Group, LLC. Haile is registered in Alabama and Texas. Haile's experience includes positions at The Donoho School, The University of Alabama, Bridgeworth Wealth Management, Pivotal Finance, ShineOn Living, and The University of Alabama. Haile earned the Uniform Investment Adviser Law Examination certification in 2024. Haile specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
Advice on matters not involving securities.
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.
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AL
09/20/2024 - Present
THE Welch Group, LLC (BIRMINGHAM AL)
Active
Inactive
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