William Welch
William Welch is a registered investment advisor at Southland Equity Partners, LLC., based in Cookeville, TN, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,766 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Southland Equity Partners charges a fee for managing investment portfolios based on a percentage of the total assets under management, billed quarterly in advance. Clients can choose between a breakpoint schedule or a tiered fee schedule, with annual rates not exceeding 2.25%. Asset-based fees are calculated using the market value of assets at the end of the previous quarter.
Location
1283 South Walnut Ave, Cookeville, TN, 38501
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2009Customer Dispute
April 2008Other Business Activities
William works as a financial advisor for Cravens & Company, LLC. This is a full-time commitment.
Employment History
Current Registrations
Southland Equity Partners, LLC.
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Fsc Securities Corporation
Cravens & Company Wealth Management
Fsc Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations1 state
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
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