Teddy Welch
Teddy Welch is a registered investment advisor at MML Investors Services, LLC, based in Valdosta, GA, with 30 years of industry experience. Teddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
2419 Andover Dr, Valdosta, GA, 31602
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2012Customer Dispute
October 2010Other Business Activities
Teddy operates Capital City Strategic Wealth as a DBA for his LPL business and is involved in real estate rentals through Welchland Development LLC and Strategic Wealth Group, LLC. He also uses Two Oxen LLC for tax/investment purposes, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Peachtree Planning Advisors, INC.
Park Avenue Securities LLC
Peachtree Planning Advisors, INC.
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations19 states
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.