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CFP

Lavon Welch

Cambridge Investment Research Advisors, INC.
42 Years of Experience
Covington, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Lavon Welch is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Covington, LA, with 42 years of industry experience. Lavon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5001 US-190, Ste. A3, Covington, LA, 70433

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History

Regulatory History
Clean regulatory record

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.

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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.
September 2011 - Present · 15 yrs 1 mo
Cambridge Investment Research, INC.Broker
September 2011 - Present · 15 yrs 1 mo
Previous Registrations
Walnut Street Securities, INC.
December 2009 - October 2011 · 1 yr 10 mos
Live Oak Advisory Group, LLC
October 2009 - December 2009 · 2 mos
Walnut Street Securities, INC.Broker
June 1987 - October 2011 · 24 yrs 4 mos
Nml Equity Services, INC.Broker
April 1984 - May 1987 · 3 yrs 1 mo
State Registrations11 states
ARCOFLGALAMSNCOHTNTXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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