John Welsh
John Welsh is a registered investment advisor at Cetera Investment Advisers LLC, based in Daniel Island, SC, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
225 Seven Farms Dr, Ste 106, Daniel Island, SC, 29492
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John participates as an investor in MXC Foundation, a cryptocurrency mining business, but spends no time on it. He also works as an agent/broker for Commonwealth Fixed Insurance, dedicating a few hours per week to fixed insurance sales.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations23 states
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