RW
RW

Ray William Welch

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
350 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$361.0M

Fee Structure

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Location

400 Pettigru St, Greenviile, SC, 29601

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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

Ray is a managing member of Welch Properties LLC, owner of Welch Benefit Group (offering corporate benefits, financial planning, and insurance products), and managing member of 3WR, LLC. He dedicates minimal time to Welch Properties and 3WR, LLC, but works full-time at Welch Benefit Group.

Employment History
Current Registrations
Match Grade Advisors
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Founders Financial Securities, LLC
November 2009 - December 2018 · 9 yrs 1 mo
Founders Financial Securities LLCBroker
November 2009 - December 2018 · 9 yrs 1 mo
Princor Financial Services Corporation
March 2006 - November 2009 · 3 yrs 8 mos
Princor Financial Services CorporationBroker
December 2001 - November 2009 · 7 yrs 11 mos
MML Investors Services, INC.Broker
June 1996 - December 1997 · 1 yr 6 mos
State Registrations2 states
GASC
Advisor
Exams
No exam information available for this advisor.
Ray William Welch - Financial Advisor | TrueAdvisor