Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabella? Claim Your ProfileIsabella Blount is an investment advisor representative at The Welch Group, LLC. Isabella has worked in the financial services industry for over 10 years. Prior to joining The Welch Group, Isabella worked at Riveron and PricewaterhouseCoopers. Isabella holds a Series 65 license and is a Certified Financial Planner. Isabella specializes in providing financial advice to individuals, businesses, and charitable organizations. Isabella is dedicated to helping clients achieve their financial goals.
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
12/02/2021 - Present
THE Welch Group, LLC (BIRMINGHAM AL)
IA
Issued 05/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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