Unclaimed Profile

Joshua David Welch

TAM PORTFOLIOS, LLC·ORLANDO, Florida

Series 6513 years registeredTAM PORTFOLIOS, LLC

189 SOUTH ORANGE AVENUE, ORLANDO, FL 32801CRD# 5776055Firm CRD# 143806

Profile Verification

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

Identity

Joshua David Welch · ORLANDO, FL

Registration

CRD #5776055 · TAM PORTFOLIOS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TAM PORTFOLIOS, LLC

TAM PORTFOLIOS, LLC

Aug 2013 – Dec 2016

LONGWOOD, FL

TAM PORTFOLIOS, LLC

Aug 2013 – Dec 2014

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 2, 2013

Years registered · 13

Disclosure History

2011Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

TAM PORTFOLIOS, LLC

CRD 143806 · SEC 801-79138

AUM

$6M

Regulatory assets under management

Employees

8 client accounts

Services offered by TAM PORTFOLIOS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TAM PORTFOLIOS, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua David Welch offer?

Joshua David Welch specializes in Investment Management, Wealth Management.

What are Joshua David Welch's credentials?

Joshua David Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua David Welch located?

Joshua David Welch is based in ORLANDO, Florida, last registered with TAM PORTFOLIOS, LLC.

How does Joshua David Welch charge for services?

Joshua David Welch's firm is compensated through percentage of aum, other: fee share, standard of 50%. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAM PORTFOLIOS, LLC?

TAM PORTFOLIOS, LLC has approximately 5 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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