Timothy Welch
Timothy Welch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madera, CA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1919 Howard Road, Madera, CA, 93637
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is an independent contractor and branch manager/financial advisor for Central Valley Investment Services and Community West Bank. He also owns and manages a rental property, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
State Registrations12 states
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