Lavon Welch
Lavon Welch is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Covington, LA, with 41 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1978 N Hwy 190, Ste A, Covington, LA, 70433
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lavon is an independent insurance agent selling life, health, disability, and long-term care insurance, as well as fixed annuities, dedicating nearly full-time hours to this. Lavon is also an advisory representative of a RIA, an executive manager at Wealthcare Services LLC, and an executive manager-member at LHW Consulting, LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Walnut Street Securities, INC.
Live Oak Advisory Group, LLC
Walnut Street Securities, INC.Broker
Nml Equity Services, INC.Broker
State Registrations11 states
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