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John Douglas Beatty

THE Welch Group, LLC

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About John Douglas Beatty

John Douglas Beatty is a financial advisor registered with the state of Alabama and Texas. John has been in the industry for over 12 years and has worked for various organizations, including Young Life, OneAscent Wealth, and The Welch Group, LLC. John specializes in Financial Planning and portfolio management for businesses and individuals. He holds the Series 65 license and is also a Certified Financial Planner. John is currently affiliated with The Welch Group, LLC and works from their Birmingham, Alabama office.

Firm Information

John Beatty 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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John Beatty’s Registration & Firm History

AL

03/16/2023 - Present

THE Welch Group, LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 07/01/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Douglas Beatty.
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