Unclaimed Profile

Terry Patrick Welsh

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFP ChFCClean record24 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 1281229Firm CRD# 108355

Profile Verification

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

Identity

Terry Patrick Welsh · TEMECULA, CA

Registration

CRD #1281229 · THE PLANNERS NETWORK, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE PLANNERS NETWORK, INC.

INDEPENDENT ADVISOR ALLIANCE, LLC

Jun 2016 – Sep 2018

Anchorage, AK

THE PLANNERS NETWORK, INC.

Jan 2002 – Jun 2016

ANCHORAGE, AK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · January 30, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Terry Patrick Welsh offer?

Terry Patrick Welsh specializes in Financial Planning, Investment Management, Wealth Management.

What are Terry Patrick Welsh's credentials?

Terry Patrick Welsh holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Terry Patrick Welsh located?

Terry Patrick Welsh is based in TEMECULA, California, last registered with THE PLANNERS NETWORK, INC..

How does Terry Patrick Welsh charge for services?

Terry Patrick Welsh'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 PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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