Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Clay is a financial advisor with The Welch Group, LLC. He is a Certified Financial Planner. He offers advisory services such as financial planning, portfolio management for individuals and businesses, and selection of other advisors. Henry has been registered as an investment advisor in Alabama since March 2018 and in Texas since November 2022.
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
11/06/2022 - Present
THE Welch Group, LLC (BIRMINGHAM AL)
IA
Issued 08/05/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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