AW
AW

Ai L Welch

2 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
968 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

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Location

575 Turnpike Street, North Andover, MA, 01845

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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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Employment History
Current Registrations
Hightower Advisors, LLC
August 2023 - Present · 2 yrs 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.