Unclaimed
Justin Davenport is a Certified Financial Planner with The Welch Group, LLC. Justin has been working in the financial services industry since 2015. Justin is licensed as an Investment Advisor Representative in Alabama and Texas. Justin received a Series 65 license from the state of Alabama on 4/28/2019. Justin specializes in financial planning, investment management, and providing advice on matters not involving securities. Justin is committed to providing his clients with personalized financial advice to help them 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 04/28/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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