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James Woodard Peay

THE Welch Group, LLC

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About James Woodard Peay

James Woodard Peay is a financial advisor with The Welch Group, LLC. James Woodard Peay is registered with the state of Alabama and Texas. The Welch Group, LLC is an investment advisory firm with offices in Birmingham, Alabama. The firm has over 2759780587 dollars in assets under management. James Woodard Peay's areas of specialization include retirement planning, college savings, estate planning, and insurance. James Woodard Peay also provides advice on matters not involving securities.

Firm Information

James Peay 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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James Peay’s Registration & Firm History

AL

03/10/2018 - Present

THE Welch Group, LLC (BIRMINGHAM AL)

NJ

03/10/1998 - 06/03/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 03/23/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 03/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Woodard Peay.
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