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Sean Alastair Tweedy

THE Welch Group, LLC

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About Sean Alastair Tweedy

Sean Alastair Tweedy is a financial advisor registered with The Welch Group, LLC. Sean has been in the industry for 3 years and holds a Certified Financial Planner designation. Sean specializes in working with individuals, high-net-worth individuals, and families. The Welch Group, LLC is a firm located in Birmingham, Alabama that has been providing financial advice to individuals and families for over 20 years. They focus on helping their clients achieve their financial goals through a variety of services including financial planning, portfolio management, and retirement planning.

Firm Information

Sean Tweedy 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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Sean Tweedy’s Registration & Firm History

AL

11/06/2022 - Present

THE Welch Group, LLC (BIRMINGHAM AL)

MS

09/10/2021 - 11/12/2021

VALIC FINANCIAL ADVISORS, INC. (RIDGELAND MS)

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Licenses & Designations

BOTH

Issued 10/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Alastair Tweedy.
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