Unclaimed Profile

Elisabeth Linley Moody

THE WELCH GROUP, LLC·BIRMINGHAM, Alabama

Series 7, Series 66CFPClean record17 years registeredTHE WELCH GROUP, LLC

3940 MONTCLAIR RD, BIRMINGHAM, AL 35213CRD# 5149081Firm CRD# 111273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elisabeth Linley Moody · BIRMINGHAM, AL

Registration

CRD #5149081 · THE WELCH GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

THE WELCH GROUP, LLC

Dec 2012 – present

FEE-ONLY PLANNING PROFESSIONALS, LLC

Mar 2012 – Dec 2012

BIRMINGHAM, AL

GV CAPITAL MANAGEMENT,INC.

May 2009 – Apr 2011

ATLANTA, GA

GV FINANCIAL ADVISORS, INC.

May 2009 – Apr 2011

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 7, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE WELCH GROUP, LLC

CRD 111273 · SEC 801-56254

AUM

$2.8B

Regulatory assets under management

Employees

3,957 client accounts

Services offered by THE WELCH GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE WELCH GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Elisabeth Linley Moody offer?

Elisabeth Linley Moody specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Elisabeth Linley Moody's credentials?

Elisabeth Linley Moody holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Elisabeth Linley Moody located?

Elisabeth Linley Moody is based in BIRMINGHAM, Alabama, working with THE WELCH GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Elisabeth Linley Moody charge for services?

Elisabeth Linley Moody'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 THE WELCH GROUP, LLC?

THE WELCH GROUP, LLC has approximately 23 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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