Unclaimed Profile

John Steven Hornsby

WELCH HORNSBY, INC.·MONTGOMERY, Alabama

Series 7, Series 8, Series 24, Series 63Clean record35 years registeredWELCH HORNSBY, INC.

ONE COMMERCE STREET, SUITE 800, MONTGOMERY, AL 36104CRD# 1219490Firm CRD# 104664

Profile Verification

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

Identity

John Steven Hornsby · MONTGOMERY, AL

Registration

CRD #1219490 · WELCH HORNSBY, INC. · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELCH HORNSBY, INC.

WELCH HORNSBY, INC.

Aug 1991 – Mar 2017

MONTGOMERY, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 63

Registration record

First registered · August 2, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELCH HORNSBY, INC.

CRD 104664 · SEC 801-31650

AUM

$1.8B

Regulatory assets under management

Employees

1,868 client accounts

Services offered by WELCH HORNSBY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WELCH HORNSBY, INC. →

Introduction

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Frequently Asked Questions

What services does John Steven Hornsby offer?

John Steven Hornsby specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are John Steven Hornsby's credentials?

John Steven Hornsby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Steven Hornsby located?

John Steven Hornsby is based in MONTGOMERY, Alabama, last registered with WELCH HORNSBY, INC..

How does John Steven Hornsby charge for services?

John Steven Hornsby's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELCH HORNSBY, INC.?

WELCH HORNSBY, INC. has approximately 25 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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