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Kimberly Rose Reynolds

THE Welch Group, LLC

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About Kimberly Rose Reynolds

Kimberly Rose Reynolds is a registered investment advisor representative with The Welch Group, LLC. Kimberly has been in the industry since July 2004 and is registered with the state of Alabama and Texas. She is a Certified Financial Planner and offers financial planning services to individuals, families, and businesses. Kimberly and The Welch Group, LLC specialize in providing advice on matters not involving securities, portfolio management, and the selection of other advisors.

Firm Information

Kimberly Reynolds 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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Kimberly Reynolds’s Registration & Firm History

AL

12/02/2021 - Present

THE Welch Group, LLC (BIRMINGHAM AL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Rose Reynolds.
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