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Teresa Welsh
40 Years of Experience
Philadelphia, PA
2 DisclosuresBroker
Teresa Welsh is a registered investment advisor at Raymond James & Associates, INC., based in Philadelphia, PA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1735 Market Street, Suite 1400, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (2)
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Financial
July 2018Final
Financial
July 2017Final
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 10 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
Deutsche Bank Securities INC.
April 2008 - September 2016 · 8 yrs 5 mos
Deutsche Bank Securities INC.Broker
January 2001 - September 2016 · 15 yrs 8 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
April 1990 - September 1997 · 7 yrs 5 mos
Gruntal & CO. IncorporatedBroker
November 1985 - February 1990 · 4 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.