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Charles Victor Welden

EVERSOURCE WEALTH ADVISORS, LLC·BIRMINGHAM, Alabama
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3500 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 6868791Firm CRD# 286340
01

About

Charles Victor Welden is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with EVERSOURCE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EVERSOURCE WEALTH ADVISORS, LLC
EVERSOURCE WEALTH ADVISORS, LLC
AUM
$2.7B
Regulatory assets under management
Employees
59
Total firm employees
View all advisors at EVERSOURCE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6868791
Firm CRD# 286340
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Victor Welden offer?
Charles Victor Welden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Charles Victor Welden's credentials?
Charles Victor Welden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Victor Welden located?
Charles Victor Welden is based in BIRMINGHAM, Alabama, working with EVERSOURCE WEALTH ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Charles Victor Welden charge for services?
Charles Victor Welden's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERSOURCE WEALTH ADVISORS, LLC?
EVERSOURCE WEALTH ADVISORS, LLC has approximately 59 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVERSOURCE WEALTH ADVISORS, LLC

Donald Wayne Murphy
BIRMINGHAM, AL
Rhonda Fields Hitchcock
BIRMINGHAM, AL
Thomas Merle Phillips
BIRMINGHAM, AL
Glenn Gerald Waddell
BIRMINGHAM, AL
John Paul Shank
BIRMINGHAM, AL
Mark Alan Wesson
BIRMINGHAM, AL

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