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Stewart Henry Welch
Director Ejecutivo en The Welch Group LLC .
Cargos activos de Stewart Henry Welch
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
The Welch Group LLC
![]() The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Director Ejecutivo | 01/01/1984 | - |
Fundador | 01/01/1984 | - |
Historial de carrera de Stewart Henry Welch
Antiguos cargos conocidos de Stewart Henry Welch.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Welch Investments LLC
![]() Welch Investments LLC Investment ManagersFinance Welch Investments LLC provides investment advice. The company is based in Birmingham, AL. The company was founded in 1999 by Stewart Henry Welch. | Director Ejecutivo | 17/06/1999 | - |
Fundador | 17/06/1999 | - | |
Miembro del Comité de Inversión | 17/06/1999 | - | |
Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Corporate Officer/Principal | - | - |
Formación de Stewart Henry Welch.
The University of Alabama at Birmingham | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Chief Executive Officer | 2 |
Founder | 2 |
Corporate Officer/Principal | 2 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Commercial Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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The Welch Group LLC
![]() The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Finance |
Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Welch Investments LLC
![]() Welch Investments LLC Investment ManagersFinance Welch Investments LLC provides investment advice. The company is based in Birmingham, AL. The company was founded in 1999 by Stewart Henry Welch. | Finance |
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